Specialized Knowledge Day — IN-PERSON Event
COURSE MATERIALS CAN BE DOWNLOADED HERE
Time: 8:00am – 12:00pm
Place: Holiday Inn Executive Center, 5565 Greenwich Road, Virginia Beach, VA
7:30 – 8:00 REGISTRATION CHECK-IN & BREAKFAST
8:00 – 8:05 WELCOME & ANNOUNCEMENTS
8:05 – 8:55 SPECIAL NEEDS PLANNING
8:55 – 9:45 ASSET PROTECTION PLANNING AND MEDICAID BENEFITS
9:45 – 10:15 BREAK
10:15 – 11:05 GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS, A VIEW FROM THE CHARITABLE ORGANIZATION
11:10 – 12:00 SENIOR CARE OPTIONS, EXPECT THE UNEXPECTED
Registration ends Thursday, October 17, 2024 at 11:00pm
Space is limited to the first 150 participants, please register early!
Members: Free Non-Members: $75 Vendors: $150
Members, If you register and need to cancel your registration, please do so by 10/17/24, or you will be charged the non-member rate!