FPA of Michigan Lunch & Learn Troy

    January 30, 2018
    11:30 AM - 1:00 PM

     Add to Calendar

    The Management Education Center in Troy
    811 West Square Lake Road
    Troy, MI 48098
    http://www.mectroy.com
     Directions

    NAVIGATING LONG TERM CARE PLANNING
    Presented by:  Jerry C. Thomas of J.L. Thomas & Company, Inc.

    Date:
    Tuesday, January 30, 2018


    Time:
    11:30 am to 12:00 pm - Registration/Lunch

    12:00 pm to 1:00 pm - Presentation

    Location:
    MEC Conference Center

    811 W. Square Lake Road
    Troy, MI
    mec.broad.msu.edu/ 

    Approved for one CFP® CE and one MI Ins CE (Life)

    About the Presentation: This 1-hour presentation provides an overview of key statistics in long term care planning, how Medicare and Medicaid cover long term care, costs associated with long term care and the current trends in the industry. The second half of the presentation will review the solutions in long term care planning, how these solutions are different and the benefits and constraints each solution provides and how to incorporate them into a comprehensive financial plan.

    Learning Objectives:

    • Understanding the history and changes in the Long-Term Care Planning Market. 
    • Understanding the key statistics of long term care needs in the U.S.
    • Understanding the different planning options available in the market today.
    • How to incorporate those options into a comprehensive financial plan.
    • Review case study using LTC planning. 

    About the Speaker:  Jerry C. Thomas has been part of the sales and marketing department at J.L. Thomas & Company since 2009. He is an external wholesaler who helps advisors plan and present solutions to their clients on risk management solutions. Jerry also manages their digital content marketing and is a part of their overall management team. He is a graduate of Ohio University College of Business with a degree in Marketing. Loves playing golf and playing music in his spare time and is a Cleveland Indians Fan. 

     

     

     

    Tickets

    $20.00 FPA Member

    $20.00 First Time Guest

    $30.00 FPA Non-Member