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Integrating Long-Term Care in your Retirement Planning 1 Credit

Integrating Long-Term Care in your Retirement Planning 1 Credit

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To explain why long-term care is important.
  • To identify the difference between long-term care and insurance.
  • To compare and contrast long-term care to Medicare and Medicaid.

Course Overview

No matter how far out you are from retirement, it's important to plan for a secure financial future.  

Though most people know that they need to save enough to cover basic living expenses during retirement, many overlook other common – and costly – expenses like medical and long-term care services. Many retirees require medical services that aren't covered by Medicare, and some face housing and other long-term care need they didn't anticipate when saving for retirement.

The high probability of needing long-term care may be a fact of life for many retirees. For this reason, it may be prudent to consider long-term care in your retirement income planning. 

With healthcare costs increasing and learning how to save for retirement this is a CPE Finance webinar that will help alleviate stress and get rid of the rumors of long-term planning.

Major topics included: 

  • History
  • Terms you need to know
  • Will it happen to you?
  • Where will care come from?
  • Funding options for Long Term Care
  • Long-term care to Retirement Plan

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332234) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE015) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE015) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE015) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332234) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy. 


A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand: 

  • Effective Social Security coordination 
  • Retirement income strategies 
  • Wealth-building techniques 
  • Creating financial longevity and legacies 


Who Drew Really Is 

Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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BS

Bradley Smith, CPA (US)

5

LIked the amt. of time. It was a great format that I could stop it, get up, and come back. I liked that I could ocntinue to take the test over. I wish the answers had been shown at the end for me to confirm that I confirmed which answer was correct. Thank you, good class.

AH

Arthur Holman, AFSP

5

Drew Stevens is an excellent presenter. His material is well organized with very substantive content, and he presents it in a very understandable way. Drew Stevens makes learning the material enjoyable and stimulating.

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