In this remote learning, 2 CPE credit session, Nancy Burner of Burner Law Group, P.C. will discuss the legal aspects of Medicaid Planning and related updates that are pertinent to CPAs and their clients. 4Thought Financial Group Chief Financial Officer Martin Levine will also address how such planning should be coordinated with clients considering Long-Term Care insurance.
4Thought Financial Group will be presenting a virtual, 2 CPE credit-eligible course "Medicaid Planning & Long-Term Care" on Thursday, October 22 from noon to 2 p.m.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.