"Changing Client Solutions for a Changing LTC Planning World" - Monthly Luncheon Meeting, plus CE Seminar

Date: Friday, March 17, 2017
Time: 11:45am - 1:30pm
Location: Crowne Plaza Hotel - LaFayette Room, 701 E. Genesee St., Syracuse, NY
Speaker: Robert M. Vandy, CLU, ChFC, LUTCF, CLTC

Join us for our March 2017 Luncheon Meeting

SPEAKER:       ROBERT M. VANDY, CLU, ChFC, LUTCF, CLTC

                       Vice President of Marketing, New York & National Long Term Care Brokers

                        (BioAttached)                                                        

                                                                                              

TOPIC:             “CHANGING CLIENT SOLUTIONS FOR A CHANGING LTC PLANNING WORLD”

                           (An update on, and the evolution of, the current Traditional LTC insurance product

                            environment; Linked Benefit/”Hybrid” Products as new alternatives for LTC Hybrid

                            Solutions; Clarification of Tax Treatment of Traditional and Linked/Hybrid Solutions:

                            Personal & Business applications; Potential “Non-insurance solutions for LTC planning:

                            Q&A)

 

MODERATORS:   Robert M. Vandy, CLU, ChFC, LUTCF, CLTC – NY & National Long Term Care Brokers  

                           Mary Anne Cody, Esq. – Mackenzie Hughes LLP

 

*EVERYONE MUST MAKE A RESERVATION IN ADVANCE!!

Financial Aid Policy:  Financial assistance is available for NY attorneys who wish to attend any CLE program sponsored or co-sponsored by Mackenzie Hughes LLP, but who are unable to attend due to cost considerations.  If an attorney feels their annual income falls within the designated guidelines, he or she may contact Jen Murphy at jmurphy@mackenziehughes.com or (315) 233-8206 to request an application for scholarship or discount.

YOU CAN RSVP HERE ON OUR WEBSITE

or Mail, Fax (#474-6775) or E-Mail (cgcrandall@peoplepc.com) Your Reservation

                                                (Guest reservations must be mailed with check)

 

To:    Charlotte G. Crandall, Council Exec

         Estate Planning Council of CNY

         606 State Tower Bldg., Syracuse, NY 13202

Related Document(s):

See Upcoming Event Calendar