How to Prepare for Long-Term Care CostsSKU: EPP057
Available In:
Total Credits
1 - 1.5
Price$75
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DescriptionThis CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. Lecturer BiosNiraj Chhabra, CFP®, MBA, CRPC®, CLTCNiraj Chhabra is the Managing Director of SideBar Advisors. Prior to that, he was an advisor with Ameriprise Financial for the last 16 years. He leads his firm, SideBar Advisors, which concentrates on clients in the legal profession, offering attorneys holistic financial planning and complimentary educational workshops.
Designations CFP ®, MBA, CRPC ®, CLTC Professional associations Commerce & Industry Association of New Jersey, Ambassador, Generation Now Committee, Paramus, NJ Parsippany Area Chamber of Commerce, Member, Parsippany, NJ South Asian Bar Association of New York, Member, New York, NY Asian American Bar Association, Member, My approach A unique and disciplined approach What makes my practice unique is my focus on clients in the legal profession. I strive to help attorneys at all stages of their careers to grow ?nancially as they grow within their profession. I do this by providing holistic ?nancial planning and complimentary educational workshops. My goal is to help attorneys navigate through their unique tax challenges and modify their financial plan as their careers evolve. Areas of focus
Linda J. Peterson, Esq.Linda J. Peterson is an attorney with over twelve years experience practicing exclusively in Elder Law. Her practice encompasses estate planning, asset protection, long-term care planning, trusts and estate administration in Bergen County, New Jersey. She has a Certificate in Financial Planning and is a member of the bar in New Jersey and New York. |
