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Who Pays for Care? Insurance Solutions and Medicaid Planning Strategies- CFP Webinar
CFP Webinar: Who Pays for Care? Insurance Solutions and Medicaid Planning Strategies
Who Pays for Care? Insurance Solutions and Medicaid Planning Strategies
Date & Time
Jun 30, 2026 11:00 AM
Whether it’s advisor-led or client-initiated, many conversations today turn to long-term care and how best to plan for it. For each unique client situation, there can be several strategies that may or not suit the client’s needs, means, and preferences. Join us we dive into this important topic and bring you the latest in planning techniques and situational analysis. Our resident Estate Planning Specialist, Sean Link, will discuss the importance of considering Long Term Care insurance and how it can be used effectively even for high-net-worth clients. Sean will be joined by Matt Kikta, partner at Julian Gray Associates, who will give you a primer on Medicaid (Medical Assistance) basics, requirements, and methods by which clients can pre-plan to protect certain assets from long term care exposure and expedite their eligibility. ***Approved for one (1) credit-hour of CFP and Pennsylvania Life Insurance continuing education credit.