As our clients age, one of the most challenging aspects of financial planning can be negotiating the labyrinth of government regulations related to the elderly. This by-annual forum designed for accountants, financial planning and wealth management professionals, guardians and estate planning attorneys will get practical guidance on the intersection of legal and medical elements of your client's care plan. Get the latest updates on legislative and regulatory developments affecting today's elder and disabled population. You will be able to recognize liability issues, to prevent harm to your client and to yourself.
The Fall 2017 Florida Elder and Disability Law Forum addresses the following topics:
- Medicare/Long Term Care for Your Client;
- Dealing with Chronic Illness in a Blended Family;
- Legislative Update
- Current Trends with Special Needs Trusts and ABLE Accounts;
- Medicaid Eligibility and VA Eligibility
This event is FREE!
FPA of Tampa Bay is proud to be the continuing education sponsor for the Fall 2017 Florida Elder and Disability Law Forum. This program has been accepted for up to four (4) hours of continuing education by Florida Bar, Florida Department of Business & Professional Regulation, CFP Board, The American College (PACE). Registered Financial Consultants can earn up to 4 units.
12:30 pm - Registration
1:00 pm - Forum Begins
4:50 pm - Forum Concludes
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