According to AARP, 52% of people who turn 65 today will develop a severe disability that will require long-term care at some point in retirement. Traditional options have been derided as insufficient, and terms are continually shifting. Most people nearing retirement are unsure of their choices. While there are a few different alternatives to traditional long-term care insurance — including life insurance and annuity long-term care riders — not all are structured the same.
Not understanding the crucial differences can mean you are leading your clients into making a costly mistake. Join this informative webinar to clarify the essential nuances, opportunities, and pitfalls that can make all the difference for your clients.
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
CPAacademy.org (Sponsor Id#: 111889) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222