Wed Mar 24, 2010 11:30 AM
March 2010 FPA Binghamton Program
The Importance of Long-Term Care Planning in the Overall Financial Plan
| Date: |
Wednesday, March 24, 2010
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| Time: |
11:30 am - 2:00 pm
The program will begin at 12:00 pm. You are invited to come early, for registration and networking, from 11:30 am - 12:00 pm. Lunch will be served at this event.
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| Location: |
The Binghamton Club
83 Front Street, Binghamton, NY 13903 |
| Credit: |
2 hours of NYS Insurance CE (NYCR-225894)
Eligible License Classes: BR, C1, LA, LB
2 hours of CE Credit for CFPs (Pending Approval)
2 hours of CPE Credit for CPAs
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| Cost: |
FREE for Members of the Southern Tier of NY.
$25 for Non-Members of the Southern Tier of NY or Members cancelling with less than 24 hours notice.
FREE for First-Time Guests (must be active in the Financial Services industry). |
Reservation
Deadline: |
Monday, March 22, 2010
|
Speaker:
Robert M. Vandy, CLU, ChFC, LUTCF, CLTC
New York & National Long-Term Care Brokers, Ltd.
NYS Insurance Provider# NYPO-100406
NYS Instructor#: NYIN-301046
Click here to view Robert Vandy's Bio
Program:
The recent economic crisis has shed a new and troubling light on the inadequacy of the long-term care (LTC) plans of many individuals. On one hand, the fact that many retirement plan account balances have reached new lows has led many to realize that the ability to self-insure the risk of an LTC event has been significantly compromised. On the other hand, that same drop has led many to "re-trench" and not want to make ANY significant changes to their overall financial planning, including determining the best financing mechanism(s) to fund those needs. The effect of those divergent tendencies leads some people to take no action, leaving their retirement plans more at risk than ever before.
In this session, we will discuss the issues surrounding a properly thought out LTC plan, the need for proper planning in advance of an actual need, and the available financing mechanisms to mitigate that need. In addition to reinforcing some of the reasons for the need for such planning, the session will also update attendees on recent developments in legislation and regulation as they relate to LTC planning. The instructor will also discuss recent industry developments in LTC Insurance products, and how they relate to the legislative, regulatory and overall planning environment.
We hope to see you on March 24th!
Cancellation Policy: If for any reason you need to cancel your reservation, please let us know by phone (585-410-1462) or email (admin@nyfpa.org) 24 hours in advance of the event. If you do not attend the event, and have not contacted us to cancel your reservation, you will be billed a "no show" fee of $25. Thank you.
Please register by clicking the "Register for this event" link at the bottom of this page. If you are a member, you'll need to log in. If you don't know your userID and/or password, please call our chapter office at 585-410-1462 or email admin@nyfpa.org
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