A.  Learning Objectives:   (What participants should accomplish in learning activity)

1. The participant should gain an awareness of the issues and concerns associated with the elderly population that require advance planning and care.

2. The participant shall be provided with a broad overview of approaches to helping people to plan prudently for the retirement years in order to avoid many of the problems predicted in the looming elder-care crisis facing the nation.

3. The participant will be able to identify the myriad available options for long-term care, presenting various alternative solutions to nursing home care.

4. The participant will be able to discuss some of the financial and insurance products available to help defray the coasts of long-term care and will also shed light on the various government benefits also available to alleviate many of the expenses associated with the senior population.

5. Throughout the participant will gain an understanding of income, gift, and estate tax issues.

6. The participant will gain knowledge of the various legal instruments, such as wills and powers of attorney, which are essential to intelligent preparation fo the retirement years.

7. The participants should gain an understanding about the basics of estates and trusts.
    

B. Program Level – BASIC
 

C.  There is NO preparation or advanced preparation for this seminar.
 

D.  The seminar is a “Group-Live” seminar.  The participant is required to be present at the seminar for the full day (8:00 a.m. – 5:00 p.m.) to receive full CPE credits.  (8 hrs.)
 

E.  8 Hrs of CPE Credit will be awarded to the individual who attends the full day seminar.
 

F.  For More Information regarding administrative policies such as complaint and refund, please contact our office at (570) 322-2077.
 

G.  Estate and Long Term Care Planning, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. 
 

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Website:  www.nasba.org