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InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The July 2017 free quarterly newsletter features articles on Elder Law Basics, HSAs, and Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
 
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About this issue of Retirement Insight and Trends:

Brad Breeding, CFP®, President and Co-Founder of MyLifeSiteRoy Ramthun, MPH Amber Woodland, Esq, Partner at Procino-Wells & Woodland, LLC Articles in the 2nd Quarter - July 2017 Issue:

  • InFRE Update: Guidelines for Use of the CRC® Mark

  • Elder Law Basics, Amber Woodland, Esq, Partner at Procino-Wells & Woodland, LLC

  • Boost Retirement Security with HSAs, by and Aaron Benway, CFP®, MBA

  • Where Senior Living and Retirement Planning Intersect, Opportunities Emerge, By Brad Breeding, CFP®, President and Co-Founder of MyLifeSite

Some of the topics covered in this issue:

  1. Learn: the legal framework related to Elder Law and long term care government benefits; understand how to add asset protection planning to a foundational estate plan; learn about long term care Medicaid income and asset eligibility rules.

  2. Learn: about HSAs, including a comparison with other tax-deferred savings programs; understand how HSAs can be invested; discover strategies to maximize client savings via HSAs.

  3. Learn: why staying in the home may not always be the most practical choice, even if it is perceived to be less costly; the various alternatives to staying in the home- in plain terms- and the pros and cons of each; what questions to ask in order to prompt meaningful discussion and planning; retirement planning needs related to the various senior housing choices.

Click here to then CHECK OUT to read this FREE issue of Retirement Insight and Trends today. Take the online quiz when you are finished and recieve CE credit!

 

Other issues of Retirement Insight and Trends:

See a summary of the most recent issue here, or click the icons below to view other issues by year. View all back issues in chronological order here, where you can easily select and add to cart all the free issues you might have missed.

 

Retirement InSight and Trends Newsletter - 2017 - Active Issues Retirement InSight and Trends Newsletter - 2016 - Active Issues Retirement InSight and Trends Newsletter - 2015 - Active Issues
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SKU: 01InFREJuly2017Issue17

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