LIVE EVENTS

Getting together in-person affords learning in a way that is collaborative, cohesive, and allows for real-time interaction. The human connection and the feeling of being part of something special leads to networking, relationship building, and an immersive experience that meets your needs.

THE CHANGING ESTATE TAX
LANDSCAPE

January 22
UMS HQ, Mt. Laurel, NJ
9:00 am Check-in
9:30 am - 11:30 am
Speaker: Doug Fendrick, Esq.

Attend this workshop to learn the following:

The significance of the changes (present and future)
Who needs a Trust?
Non-tax estate planning considerations
What is a Family Protection Trust?
What is a Bloodline Trust?
How do I protect assets from Long Term Care events?
What is “Life Care Planning” and how can your clients benefit from it?

MEDICARE MASTERS CERTIFICATION

February 10 in Ft. Myers, FL or February 12 in Sarasota, FL

8:00 am Check-in
8:30 am - 5:30 pm
Speaker: Harley Gordon, Esq.

This certification offers insurance agents and advisors, for the first time, comprehensive information on how Medicare, Medicaid, and Annuities interact.

Particular attention is paid to the complications of IRMAA, and the severe if not irreversible consequences an unplanned need for long-term care has on a client’s portfolio, family, and even your business model as a financial professional.

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