Long Term Care Planning
TOPIC: Long Term Care Planning
We will review the goals of long term planning from the different perspectives of financial professionals. We will start by asking the panelists what long term planning means to their profession, then discuss how that may interact with plans developed by other financial professionals. In addition, we will identify the risks of not having a long-term care plan, the tax consequences of long-term care plans, and the self-funding options for long-term care.
Presented by: Bob Grieb, CPA, CFP; Jack Rosenkranz, Esq.; Gordon Finch, Jr., CSA
Sponsored by: Bernstein Global Wealth 
Management
The breakfast roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:45 a.m.
Advance reservations are required.
Meeting Location:
All Children's Education Conference Center - DIRECTIONS
701 4th Street South
St. Petersburg, FL 33701
