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Advising clients on long-term care strategies

Feb 23, 2026 · 1 hour 27 min watch

SECTION

EXCLUSIVE

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.

Key Topics

  • Integrating long-term care into financial plans

  • Evaluating traditional long-term

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