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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
Carlos Dias Jr.
Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244
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.
Carlos is a proud recipient of the CPAacademy.org Top Presenter award for both 2022 and 2023.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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