As a trusted Advisor, the CPA or tax practioner is in a unique position to help both business owners and individuals navigate the many facets of Long Term Care. This can range from answering specific questions in regard to taxation as well as providing guidance on the various types of instruments which can assist in providing income for long term care needs.
Join us in taking an in-depth look at this ever-changing planning area while gaining a better understanding of the variety of tools that are available to provide for a wide variety of long term care needs. As client’s age, and anticipating future medical care moves to the forefront of their planning, understanding this topic becomes paramount.
Covering such topics as:
Licensed CPA – 1 CPE Credit Hour
Andrew Rafal, Bayntree Wealth Advisors
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
2502 E. Camelback Rd., Phoenix, AZ 85016
Wednesday - June 6th, 2018
11:30 a.m. to 1:00 p.m.