Name
Finding and Signing Appropriate Clients for Long Term Care Planning
Date & Time
Wednesday, August 1, 2018, 1:15 PM - 2:15 PM
Speakers
Description
Who is appropriate for proactive planning (long-term care planning)? What type of clients and referral sources should you be talking to? Once in your office, how do you help clients see the value of planning before a health care crisis strikes? Leave with answers to these questions and effective interview techniques to get referral sources and clients interested in planning ahead to protect assets from the high costs of long-term care.
Sessions
Mark Munson
Session Type
Breakout Session
Course Focus
Elder Law
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit