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Toledo Chapter - "Eldercare/Long Term Care Planning"
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Toledo Chapter -

When: Thursday, February 20, 2020
9:00 AM - 11:00 AM
Where: Brandywine Country Club
6904 Salisbury Rd.
Maumee, Ohio  43537
United States
Contact: Abbey Riley
(419) 764-4387

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“Eldercare/Long Term Care Planning”

Date: Thursday, February 20, 2020
Time: 9:00 am – 11:00 am (breakfast @ 8:30 am)
Format: Lecture – 2.0 hours
Location: Brandywine Country Club, 6904 Salisbury Rd., Maumee OH 43537 Phone: 419-764-4387 
CE: This program is 2 hours in length but worth only ONE credit of CE.  One CE credit approved for CFP, CPE and PACE; one credit pending for OH Ins, MI Ins and CLE
Fee: FSP members ($25) and non-members ($85).
Presenters: Bridgett Root, Attorney, Tim Mickiewicz, CLTC & Chris Wholehan.

COURSE DESCRIPTION: This presentation is intended to provide attendees with information regarding options for planning for long term care for their clients as part of the retirement and estate planning process.  We will review programs available to assist with the cost of long term care including Medicaid and Veteran's benefits.  Attendees will learn eligibility requirements for these benefits and about planning opportunities to help clients qualify for the benefits. Finally, attendees will learn about provisions to be included in estate planning documents when planning for elderly clients facing long term care needs in the future.

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