Gain the knowledge to help clients navigate estate planning and Medicaid benefits, empowering them to make informed decisions while utilizing our expertise to bridge the gap in their planning needs.
What You’ll Learn:
- Estate Planning: Wills, trusts, advance directives, and strategies to safeguard your clients’ future
- Medicaid Basics: Eligibility, asset protection strategies, and navigating the application process
- Asset Protection Deep Dive: Techniques to preserve assets while ensuring long-term care planning
- Practical Guidance: Effective communication of complex concepts, empowering clients to make informed decisions, and collaborating with legal and financial professionals
THURSDAY, APRIL 24 • 5:30-7:30 PM
Gurwin Jewish – Fay J. Lindner Residences – 50 Hauppauge Rd, Commack, NY 11725
PLEASE REGISTER BY APRIL 21st at tinyurl.com/GurwinCEU or scan the code above!