Complimentary

January 21, 2025


Live Webcast


NYSED 1

Manhattan/Bronx Chapter: Critical Issues Facing Senior Clients Tech Session Webinar

To understand issues facing senior clients and discover ways to assist them.

January 21, 2025
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Lauren
    Enea

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Gain an understanding of the cost of long-term care, including factors that influence expenses and the financial burden on individuals and families
  • Learn about Medicaid eligibility criteria and the intersection with estate and gift taxes.
  • Explore advanced planning options and strategies for implementing long-term care plans.

Major Topics

  • The cost of long-term care
  • Medicaid eligibility and estate and gift taxes
  • Advanced planning options and strategies for plan implementation

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Members who assist clients in long-term care needs.

Provider

Foundation for Accounting Education

This event has ended.