Essentials of Long-Term Care ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $58.00
Non-Member Price $67.00
Overview
You may have clients who, either themselves or members of their family, will need to enter an assisted living facility, nursing home, or some similar type of housing. This course provides a comprehensive guide to long-term care planning and financing strategies. Designed for financial professionals advising clients on late-life planning, this course examines various care options from assisted living to specialized memory care facilities, while detailing critical funding sources including Medicare, Medicaid, and VA benefits. Participants will learn to evaluate long-term care insurance options and develop strategic approaches for different phases of care planning, ensuring clients can make informed decisions about their future care needs and financial security.
Highlights
Benefits of preparation. Range of long-term care. Care requirements for those with Alzheimer’s disease. Facility selection considerations. Medicare long-term care benefits. Legal matters.
Prerequisites
None.
Designed For
CPAs and other accounting professionals.
Objectives
Recognize the different phases of long-term care planning. Recall the service levels and characteristics of the different types of long-term care. Recognize the long-term care options for someone suffering from Alzheimer’s disease. Specify the long-term care coverage provided by Medicare, Medicaid, and the Veterans Administration. Recall the circumstances under which it makes sense to purchase long-term care insurance.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $67.00
Member Price $58.00