Helping Clients Plan, Pay and Protect Who Matters Most.

Long-term care can disrupt even the most carefully designed retirement plan, yet it remains one of the hardest conversations for financial professionals to initiate. In this session, Heather Schreiber will show you how to move the conversation beyond products and help clients confront the financial, tax, and family consequences of future care needs. You’ll leave better prepared to uncover planning gaps, challenge common assumptions, and help clients protect their choices before a potential crisis forces those choices on them.

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