Finance CPD Course on Long term Care Planning

Course Description
Course Qualification
Presenter
FAQ

Course Description

As you/your clients/families age and need more care do you want to avoid:

Institutionalization?
Losing independence and control?
Being a burden on family/friends?
Financial hardship?
Relying on government programs?

We all take delight in planning for vacations and holiday celebrations, but when it comes to planning for old age, we run the other way. Aging and death only happen to other people, and therefore we don’t need to talk about it – at least not yet.

Why is this?

Many believe the government will provide any needed care.
It won’t happen to me.
My spouse will look after me.
The kids will look after me.

Additional reasons we should care about aging and care are obvious:

Every day 10,000 Americans turn 65; the number of older people will more than double over the next several decades to top 88 million
Approximately 6 million have Alzheimer’s disease or related dementia; it is becoming a global epidemic
COVID-19 has revealed the tremendous weaknesses in the long-term care system

These realities make it abundantly clear that we all need to plan for old age – and not just financially. We need to understand the health care system where we live, plan where we wish to age and live out our lives and communicate our wishes to family members, professional advisors, and healthcare providers. COVID-19 has only reinforced the need to plan.

This CPD Course will provide steps seniors and their advisors can take to help enable a stronger, more independent, and healthier future.

Learning Objectives

To discuss the long-term care system/continuum.
To investigate the long-term care misconceptions.
To inspect the care funding options (including reverse mortgages, and long-term care insurance).
To explain the 10 – step long-term care planning process.
To discuss the questions to ask.
To analyze the resources.

Recommended For

This Online CPD webinar is recommended for CPAs in Canada who desire to help their clients with better senior care.

Who Should Attend?

Certificate in Investment Performance Management
Certified Management Accountant (CMA)
Chartered Financial Analyst
Chartered Professional Accountant

Course Qualification

Webinar Qualifies For

1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
1 General Credit for Accountant/Bookeeper
1 PL Credit for Chartered Financial Analyst (CFA)
1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

Presenter

About Presenter

Karen Henderson

Account Executive, LTC Planning Network

As your clients and family age, do you want them to avoid:

Institutionalization?

Losing independence and control?

Being a burden on family/friends?

Financial hardship?

Relying on government programs?

I certainly do. Many years ago I learned what a 14-year long term care experience can mean. That's why I founded the Long Term Care Planning Network, Canada’s leading resource centre for aging and long term care planning and education.

My seminar series, web sites, newsletters and print and electronic tools are recognized as key international long term care educational resources.

I am a well-known speaker, educator, writer, media commentator, publisher and consultant in the field of long term care, who has been published in leading geriatric journals in Canada.

I am also a Certified Professional Consultant on Aging (CPCA.

I work with professional advisors and their clients, as well as Canadian families to help all understand the implications of ageing and the need for care on professional, personal and financial

well-being.

I have created a series of uniquely Canadian educational resources to encourage Canadians to talk about, and prepare for aging long term care including:

The 10 - Step Long Term Care Planner
It’s never too early to start the care conversation…A
Guide For Adult Children & Their Parents
Long Term Care: A Practical Planning Guide For
Canadians
LTC Readiness Questionnaire/User Guide
The Critical Illness/Long Term Care Planner

Contact me to help you with:

1. Family caregiving issues; I was a dementia caregiver for 14 years

2. Guidance regarding a plan for your own long term care

3. Information and advice regarding the role of long term care insurance

About Company

LTC Planning Network

www.ltcplanningnetwork.com

The Long Term Care Planning Network is Canada's national resource centre for aging and long term care education and planning. We provide professional advisors - financial, legal, insurance, accounting - with the information and tools to help both them and their clients understand the implications of long term care on financial, personal and family well-being.

We are also delighted to announce that we are growing our family consulting practice; we work with families who need advice, support and resources for an aging family member who may suffer from Alzheimer's disease or need new accommodation, equipment or other services to meet their care needs.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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