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Self-Study

Essentials of Long-Term Care

Practical guide to Long-Term Care Planning and Financial Strategy. Navigate care options and funding sources while developing effective strategies for clients' late-life security.

Individual
Teams

$58.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Specialized Knowledge
Course Level
Overview
Format
Self-Study

Course Description

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 self-study CPE course provides a comprehensive guide to long-term care planning and financing strategies. Designed for financial professionals advising clients on late-life planning, Essentials of Long-Term Care 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.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • 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.

 

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Course Specifics

Course ID
SS1224402693
Revision Date
October 16, 2024
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
40

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. 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 …

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