17 min

The importance of addressing long-term care planning {PFP Section‪}‬ American Institute of CPAs - Personal Financial Planning (PFP)

    • Education

Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
Whether you have clients who are currently receiving care or planning for their long-term health and finances, you can guide them by understanding the LTC insurance industry and how the landscape is changing as a result of COVID-19. You’ll be better informed as you listen to Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon, discuss:
What insurance companies are doing differently when underwriting policies as a result of COVID-19 Balancing how much to self-fund and how much to insure The sweet spot for timing to purchase a long-term care policy The types of policies and the must-have features to help your clients find the right fit Access the related resource from this podcast:
The Adviser’s Guide to Retirement and Elder Planning: Financing Retirement Healthcare  https://www.aicpa.org/interestareas/personalfinancialplanning/resources/retirementplanning/longtermcare.html This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
Whether you have clients who are currently receiving care or planning for their long-term health and finances, you can guide them by understanding the LTC insurance industry and how the landscape is changing as a result of COVID-19. You’ll be better informed as you listen to Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon, discuss:
What insurance companies are doing differently when underwriting policies as a result of COVID-19 Balancing how much to self-fund and how much to insure The sweet spot for timing to purchase a long-term care policy The types of policies and the must-have features to help your clients find the right fit Access the related resource from this podcast:
The Adviser’s Guide to Retirement and Elder Planning: Financing Retirement Healthcare  https://www.aicpa.org/interestareas/personalfinancialplanning/resources/retirementplanning/longtermcare.html This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

17 min

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