[EVENT] Asset Based LTC Lunch in Quad Cities/Davenport, IA from OneAmerica
Tuesday 04/04/2023 at 11:30 am - 1:00 pm CDT
We will be hosting a CE meeting in the Quad Cities on April 4th titled, “The Great Income Gap”. 1 HOUR of Insurance CE; CFP & CPE credit for Iowa and Illinois.
When it comes to generating income in retirement, there are several factors to take into consideration. One topic of risk many don’t want to think about which could have the biggest impact on the financial plan is an LTC event. Including an Asset Based LTC policy as part of the overall risk management strategy can help minimize how much of the portfolio is exposed to pay for LTC: Protecting assets, income, and legacy desires in a tax efficient manner.
By attending, you will receive one hour of Insurance CE for Illinois & Iowa; CFP credit; and CPE credit for CPAs.
We will be hosting a CE meeting in the Quad Cities on April 4th titled, “The Great Income Gap”. 1 HOUR of Insurance CE; CFP & CPE credit for Iowa and Illinois.
When it comes to generating income in retirement, there are several factors to take into consideration. One topic of risk many don’t want to think about which could have the biggest impact on the financial plan is an LTC event. Including an Asset Based LTC policy as part of the overall risk management strategy can help minimize how much of the portfolio is exposed to pay for LTC: Protecting assets, income, and legacy desires in a tax efficient manner.
By attending, you will receive one hour of Insurance CE for Illinois & Iowa; CFP credit; and CPE credit for CPAs.
A OneAmerica Care Solutions Regional Meeting is coming to a city near you! Visit the OneAmerica Care Solutions Regional Meeting webpage to access registration information for all of the events.
Location
The Current Iowa, Autograph Collection
215 North Main Street
Davenport, IA 52801
Add to your Calendar
+ Google Calendar+ iCal CalendarDetails