Advising clients on long-term care strategies
This AICPA PFP Section webcast provides CPA financial planners with leading guidance to help clients gain a clearer picture of long-term care costs, coverage, and care options.
Format
Webcast
Date
Feb 23, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Brian Gordon
Availability
3 months
Product Number
WC5202948
This session provides long-term care planning strategies to help CPA financial planners better support clients in understanding:
- Long-term care costs
- Coverage
- Care options
This AICPA PFP Section webcast will review:
- Financial, tax, and emotional considerations
- The latest insurance options
- Practical approaches to integrating LTC into comprehensive plans.
Financial planners will gain strategies to help clients gain a clearer picture of costs, coverage and care options while maximizing wealth preservation.
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here
Key Topics
- Integrating long-term care into financial plans
- Evaluating traditional long-term care insurance and other funding strategies
- Practical approaches to include long-term care in holistic wealth and retirement planning
Learning Outcomes
- Distinguish the fundamentals of long-term care (LTC) planning and why it matters for clients’ financial security.
- Identify LTC insurance options and alternatives, including hybrid policies and self-funding strategies.
- Determine tax implications and planning opportunities related to LTC expenses and insurance premiums.
- Use LTC considerations in retirement and estate planning for individuals and families.
- Identify the emotional and financial aspects of long-term care decisions.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.