When
Thursday, October 21, 2021
12:00 PM to 1:00 PM EST
Presenters
Natalie Karp, MBA, CLTC and Rona Loshak, MBA, CLTC
Karp Loshak LTC Insurance Solutions
Aleksandr S. Seleznev,
MBA, CFP®, CFA
Partner
CBM
Councilor, Buchanan & Mitchell, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session.
Description
The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you develop a cohesive retirement plan?
One crucial decision to make when developing a comprehensive financial plan is how to manage long-term care planning costs for family members and other loved ones. Have you considered how your plan to manage long-term care expenses will be impacted by soaring care costs?
Today’s marketplace for long-term care planning solutions offers a number of options and a full analysis of all possible solutions to meet your particular needs is a must to ensure a successful outcome.
Join CBM's Aleksandr S. Seleznev, and Natalie Karp and Rona Loshak of Karp Loshak LTC Insurance Solutions, on Thursday, October 21 for an overview of the most important retirement planning considerations and in-depth presentation to address an array of long-term care planning considerations and resources available to help you prepare to care for loved ones with the high-quality support they deserve.
Where
This virtual presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.
Instructional Delivery Method: Group Internet Based
Recommended CPE: Participating attendees are eligible for 1.0 hour of CPE credit.
Recommended Field of Study: Specialized Knowledge (Technical)
Prerequisites: None
Advanced Preparation: None
Program Level: Overview
Refund Policy: This webinar is complimentary. No fee is required to participate.
Cancellation Policy: Should the webinar be cancelled, registrants will be immediately contacted.
Complaint Resolution Policy: CBM commits to delivering high-quality educational programming during its online sessions. Participants with concerns about a CBM webinar should contact the firm’s Director of Professional Development, Angie Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.
Questions?
Please consider submitting your questions to the presenters during the registration process.
Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.