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Event Details

"FPALA: Fiduciary Extended Care Planning"
Event Details
Thursday, June 20, 2019
Program: 2:15 P.M. - Adjourn: 4:00 P.M.
The Proud Bird
11022 Aviation Blvd. Los Angeles, CA 90045
(818) 558-3908
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CEU's
You May EARN 1 CEU CREDITS FOR ATTENDING
May qualify for 1 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $40 $65
Non Member $65 $90
 
Guest Speaker(s):

Stuart White, A Fiduciary Look at Extended Care Planning


Event Schedule:
2:15 PMRegistration, Snacks and Networking
2:45 PMAnnouncements & Chapter Business
3:00 PMA Fiduciary Look at Extended Care Planning - Stuart White
4-6:00 PMHappy Hour - Thanks to our Sponsor:


Event Details:
A Fiduciary Look at Extended Care Planning - Stuart White
Attendees will learn the basics of long term care planning. The pitfalls of self-funding long term care needs and the four unique solutions.

The speaker will also review
  • What is long term care
  • How do we explain the ongoing costs
  • Who is eligible for service
  • Full review of Products
  • Who should not buy LTC Insurance


20190620FiduciaryLookExtendedCarePlanning.pdf

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Speaker(s):

A Fiduciary Look at Extended Care Planning, Stuart White

Stuart L. White has over 43 years of experience in financial planning and insurance design and implementation. Stuart spent the first 30 years at Prudential Financial in personal production. In the course of his life insurance career, he developed joint marketing skills working with Prudential Securities and other firms.

Since 2005, Stuart has been empowering financial advisors to bridge the gap between investments and insurance. Policy Designs was created when Stuart identified the advantage to financial advisors to have a true specialist to complement their services and lift the burden of the training, design, implementation, and processing of insurance.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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