We are happy to announce that on 8/7 and 8/8, Lisa Dillman & Carlotta Katra will be presenting at the National Certified Senior Adviors (CSA) Conference on How to Develop An Effective Long-Term Care Plan. The information session will offer 1 CFP credit.


The seminar will focus on the care options that are available and how to help your clients determine what care will be best for them. Learn what to look for when choosing a care provider, who to connect your clients with, and help them to understand why having a plan is important.  This session will also explore all payment sources which will include veteran’s and widow’s benefits and how to become eligible.  It will include planning strategies if someone has too many assets to qualify and how this works with Medicaid.  It will also unravel the myth that “if you waited it’s too late to preserve money from nursing home spend down”.  Your clients will thank you for gaining this knowledge.


Learning Objectives

  1. Understanding care options and how to determine the right one.
  2. Understanding all options to pay for long term care.
  3. Understanding  ways to reduce the financial impact of long term care and leave a legacy.


If you’re interested in learning more about the the presentation, call our office at (317) 492-9569.