Please join us for the Elder Law Bootcamp For Financial Professionals!
Help Your Clients Get The Care They Need Without Going Broke
We're approved for 6 CE Credits for Life Insurance Agents and Certified Financial Planners, though all financial professionals are welcome!
No Cost Bootcamp @ RLA Learning and Conference Center
Friday, April 28th
8:30 AM - 4:00 PM
Venue: RLA Learning and Conference Center
850 Cranberry Woods Dr
Cranberry Twp, PA 16066
This In-Person Bootcamp will be hosted by Tim Sechler, Esq., CELA*
*Certified as an Elder Law Attorney by the National Elder Law Foundation under authorization of the Pennsylvania Supreme Court
Bootcamp Agenda
8:00am Registration (Breakfast Snacks are Provided during Registration)
8:30am - Bootcamp Commences
The schedule includes 6 hours of Teaching
with 2 x 15 min breaks and 1 hour break for Lunch (A Catered Lunch is Provided)
4:00pm - Bootcamp Ends
Nursing Home Medicaid
Rules you need to know.
How To Protect
Resources after an admission.
The Truth About
The 5-Year lookback period
Revocable Trusts v. Irrevocable Trusts
What is the Financial Professional Bootcamp about?
One out of three seniors will develop dementia. Two-thirds of all seniors will need some form of long-term care.
Nursing homes cost more than $13,000 per month in Pennsylvania. As your baby boomer clients age, the risk of needing long-term care is their biggest financial threat. In this boot camp, we'll give you the tools you need to advise them properly.
We aim to:
Teach Your The Rules (And Exceptions) You Need To Know To Protect Your Clients
IMPORTANT INFORMATION FOR REGISTRANTS
You will receive an email upon registration, and we ask that you register no later than April 24th, 2023.
We are approved for 6 CE credits for Life Insurance Agents and Certified Financial Planners, but all financial professionals are welcome!
The Bootcamp is at no cost to attendees, but there may be fees associated with accrediting agencies.