December 2017 Skills Courses

SKL-120217: Advising the Elderly Client

(Saturday, December 2) (9:00am-12:00pm) (LS 111)
Learn about advising elderly clients regarding long-term care, medicaid and estate planning. Our aging population continues to fuel clients’ need for advice concerning options to pay for long-term care and planning for diminished capacity. With long term care costs skyrocketing, paying for long term care is a concern among retirees, the elderly, and their loved ones. This course provides and in-depth look at planning and paying for long-term care. We will focus on how to advise clients to prevent long term care expenses from causing a devastating financial burden. In addition, this course will cover options when planning for diminished capacity.