Broker Check

Watch my recent webinar on “Long Term Care Costs and Options at Varying Degrees of Wealth”

January 04, 2024

I enjoyed hosting this webinar today on “Long Term Care Costs and Options at Varying Degrees of Wealth” featuring industry legend, Elizabeth Forspan.

The program was given to a national audience of CPAs, attorneys, wealth managers, and high-net-worth investors.

You can watch the FULL webinar here.

Details:

o Topic: ParkBridge Wealth Management WINTER Webinar # 1: “Long Term Care Costs and Options at Varying Degrees of Wealth”

o Date: Thursday, January 4th 2024 @ 8:30am (30 minute program)

o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

o Speaker: Elizabeth Forspan, Esq., Partner, Forspan Klear LLP

o Webinar Description: Elizabeth Forspan, Esq. will discuss various options for preparing your clients and loved ones for the high costs of long-term care as they age. She will present this topic from the perspective of an attorney who has worked with clients through the wealth spectrum. The conversation will include a discussion on long term care insurance, private pay options, as well as Medicaid. Elizabeth will also discuss the tax issues involved in this planning.