Content Provider

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Self-Study CPE
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Free cpe webinars
An Advanced Look into Long-Term Care


Available Date(s)
Thursday, February 24, 2022: 11:00AM EST
Friday, March 25, 2022: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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.

Learning Objectives:

  • Identify traditional options for long-term care

  • Determine the alternatives to traditional long-term care insurance

  • Determine the major differences between popular plans

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
(386) 931-3802


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.

Additional Materials
What to Know Article
Cost of Care Handout
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.