Legislation and changes in the tax code continue to impact financial planning for extended care, with Financial Advisors, CPAs and Attorneys all seeing clients directly affected. With this CPE/CLE education, you will learn about provisions in the tax code and legislation as well as financial planning strategies to help mitigate extended care expenses.

Join us on Wednesday, August 28, 2024, 11:30AM-1:30PM at Virginia Asset Management, 130 Wylderose Drive, Midlothian, VA 23113.

Lunch will be provided, there is no cost to attend, please register by August 23rd for a head count. 

Come hear from Mike Mazzoni, CLU®, LUTCF, CLTC - Mike is known for his knowledge, passion and engaging presentation style. A 20-year industry veteran, he devoted his career to LTC planning after his grandmother was diagnosed with dementia.

The Great Income Gap
This course explores financial planning concepts related to extended care expenses.

Participants will:
- Learn the current cost of care and the trends impacting future costs
- Understand what long-term care protection helps provide as part of a financial strategy
- Learn about personal and business planning strategies
- Learn about strategies using current tax laws and legislation to provide tax-free benefits

Ref: Section 7702B(b), 162 Executive Bonus, HIPAA, Pension Protection Act, SECURE Act

OneAmerica is a provider for CPE/CLE, which can be provided in-person or virtually.