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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

    January, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Dec 27, 2024 | 04:00 PM ET

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

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321357)

    Valid upto : Dec 31, 2024

  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE015)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE015)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 PL Credit of Retirement Planning for CIPM
  • 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE015)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 321357)

    Valid upto : Dec 31, 2024

  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Retirement Planning for CIPM
  • 1 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

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

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

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.

Ratings and Review

4.5

Excellent

Very Good

Average

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BS

Bradley Smith, CPA (US)

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.

KH

Kathleen Hammond, CPA (US)

This was a well-timed course that I found to be valuable. I have a good idea of some things I need to be doing as I approach 65.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

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    Credit Tracker

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    Certificate Vault

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    Live Support

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