POSTPONED - Today’s Increasing Need For Long Term Care Planning

Date: Thursday, December 31, 2020
Time: 11:30am - 1:15pm
Location: Missouri Athletic Club 405 Washington Avenue St. Louis, MO 63102
Speaker: Wendy Boglioli
 

About the Program

Olympic Gold and Bronze Medalist from the 1976 Olympics, Wendy Boglioli, reviews the importance of long term care planning and how it personally impacted her family.  Her discussion will review the most common situations in which long term care planning is needed and the actions all professional advisors should be taking to ensure every client has a plan to address this essential planning need.


About the Speaker

As a National LTC Spokesperson, Wendy Boglioli was one of the most successful and requested long term care specialists in the country. She was among the very first to recognize the unique role that women play and her message empowered financial advisors to assist female clients in proactively planning for their futures. Her message targets the young and young-at-heart alike. Wendy has also advocated on Capitol Hill and Washington State’s legislature for long term care awareness and policy.

Wendy’s team won the only gold medal in the women’s swimming events in the 1976 Olympics. In doing so they beat the heavily favored, and systemically-doped East German team. Wendy’s relay race is still one of the most notable in Olympic history. Before the Olympics, Wendy’s father had become ill. After the Olympics, Wendy’s father’s situation worsened, so Wendy began helping her family research nursing homes to prepare for her father‘s future needs. What Wendy found, among other things, was that the majority of the people in the homes were women – and that their savings had been depleted. Many had spent their lives caring for their loved ones, but now, in their time of need, there was no one available to care for them. And, for most of them, the cost of in-home care was prohibitive. Wendy immediately began educating families and businesses about the importance of planning for long-term care.

Without proper planning, from Life Insurance to Health Care Insurance, Disability Insurance & Long-term Care Insurance, Power of Attorney for Health and Finance, one leaves enormous decisions for loved ones to make, and far too often on the fly. Wendy’s goal in every presentation regardless of the audience, men, women, mixed, is that proper planning is essential.


Reservation Policy

All attendees are encouraged to register in advance.  Meeting cost is $25 for members and $50 for guests.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.

If you plan to pay the meeting fee at the event, please note that only cash and checks are accepted.  Credit cards are only accepted by pre-registering on the website prior to the event!


Continuing Education

EPCSTL has requested approval for continuing education in the following areas: Banking, Missouri Life & Health Insurance, MCLE and CFP. 

EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.

CPE Information for CPAs

       CPE Learning Objectives

  • Have a working knowledge of Special NeedsTrusts
  • Have a working knowledge of ABLEAccounts
  • Be able to advise others about the appropriateness of ABLE Accounts and Special NeedsTrusts

       Delivery Method: Group-live setting
       Earn 1 CPE Credits for this session. 
       Field of Study: Specialized knowledge.
       Program: Intermediate 
       Prerequisites: There are no prerequisites or advanced preparation for this session.
       Who should attend: Everyone at all levels

A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.


Regular Meal

Greek Salad with Red Wine Vinaigrette, Blackened Tilapia w/ Papaya relish on Potato Pepper Hash, New York Style Cheese cake w/ Strawberry Sauce.


Click HERE for the EPCSTL New Member Application.

Add to My Outlook Calendar

Add to My Google Calendar

Login now to see a list of event attendees.

See Upcoming Event Calendar