Content Provider
Diaswealth
Handout Materials
Presentation Slides
Additional Materials
CAS Article
Kiplinger
Webinar Technical FAQs
Free cpe webinars
Introduction to Long-Term Care in 2023

INTRODUCTION TO LONG-TERM CARE IN 2023

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

According to the U.S. Department of Health and Human Services, 70% of people over 65 will need long-term care at some point in their lives. The worst part is that many will procrastinate planning or avoid having a discussion on long-term care until it is possibly too late. The good news is that you have many options, but you might need to get a little creative.

Join this webinar to understand the options for helping your clients fund long-term care. Learn from real-world examples to gain clarity on expenses, life insurance limitations, and many other common challenges.

Learning Objectives: 


  • Determine the best way to plan for long-term care

  • Identify the best options for long-term care for your clients

  • Identify the best options for funding long-term care

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Carlos Dias Jr.

Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244

Diaswealth

Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.


Carlos is known for his fiduciary approach, ensuring that all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.


Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.

 

    

About Our Presenter

Diaswealth
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.