21 min

Part two of 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
The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon guide you through what you need to know such as:
New criteria used for the application process Available options when premium costs go up Questions to ask when reviewing policies Making claims on policies Tax free exchanges to repurpose money  Access the related resources from this podcast:
Part one of the importance of addressing long-term care planning - https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library.html 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
The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon guide you through what you need to know such as:
New criteria used for the application process Available options when premium costs go up Questions to ask when reviewing policies Making claims on policies Tax free exchanges to repurpose money  Access the related resources from this podcast:
Part one of the importance of addressing long-term care planning - https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library.html 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.

21 min

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