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Horsesmouth Essential: Elder-planning specialist Dana Shilling outlines the controversy surrounding long-term health-care insurance, and explains how you can help protect clients from excessive premiums.
Horsesmouth Essential: The topic may be delicate, but the numbers are clear: planning for the costs of long-term care is essential to clients’ financial health. Help clients choose the policy that’s right for them by walking them through these 10 important criteria.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025