Our Aging Nation: 101
What CPAs Need to Know
A Complimentary Workshop with a Wine and Cheese Reception for CPAs
Attention CPAs!
Please join Eldercare Services for a informative workshop with a wine and cheese reception!
Four speakers with four topics w ill give you greater knowledge on issues and concerns surrounding your aging clients.
Topics and Speakers:
Aging Families: Dilemmas, Knowledge & Resources
Sylvia Gandolfo, MSW, CMC, Eldercare Services
Financial Planning for Seniors
Lynn Ballou, CFP, EA, LPL Registered Principal
Ballou Plum Wealth Advisors, LLC
Securities offered through LPL Financial – Member FINRA/SIPC
Medi-Cal and Public Benefits Planning: Are Traditional Estate Plans Sufficient to Protect Modest Estates?
Michael Hanson, Elder Law Attorney
Tax Implications of Long Term Care Insurance
Richard Klotz, CLU, ChFC, Strategic Asset Management Group
Reserve your spot today! Seating is limited.
Please call or email to register. If you have any questions, please don’t hesitate to contact me.
Lori Luckenbach | Eldercare Services
[email protected] | www.EldercareAnswers.com
(925) 937-2018