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Financial Planning Month-October

October is Financial Planning Month

HOW LONG CAN MY CLIENT PAY $10,000/MONTH FOR HIS WIFE’S NURSING HOME CARE?

Medicaid rules are complex and ever-changing.  On August 25th, don’t miss this special one-hour edition of the BREW with E4 Insurance Services and guest Susan Johnson-Drenth, Certified Elder Law Attorney by the National Elder Law Foundation. Susan is the sole CELA* in North Dakota and has been named a Great Plains Super Lawyer for the past six consecutive years for exhibiting excellence in her areas of practice.

The discussion will cover how you can help your client get ready for Medicaid. Including how to maximize the allowable income and assets for your client under the Medicaid rules- and how to accelerate eligibility.  Which accounts are best to spend first?  Who should own what asset?  Bring your questions!

Wednesday, August 25th, 1 pm eastern

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E4 Insurance is a NAIFA partner.  For members, you can learn more about E4 Insurance and how to partner within the Member Portal.

 

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