2 Hour CPE Classes in November and December 2016

One of the greatest challenges in retirement is often the most difficult to talk about with clients. The baby boomer generation is now heading into retirement while caring for their aging parents, and many wonder “Who will be there to care for me?” In these two-hour CPE events, you will learn the basics of LTC and the advanced planning techniques for New Jersey residents. Each class is different, with separate course credit for New Jersey CPE. Your instructor is James K. Noble CFP® CLU® AIF®, a retirement planning and insurance professional with 25 years of experience and background in LTC estate planning techniques. You should attend if you have clients approaching retirement or newly retired to find out what steps
they can take to ensure that they will have financial security and the ability to leave a legacy for their children and grandchildren.

Tuesday, November 22  8:15 am - 10:30 am

LTC and Elder Planning Basics

coffee and continental breakfast

When to Plan for LTC, How to start the process, Guiding clients 

3 Case Studies - Planning In Action

2 Hours CPE for New Jersey CPA’s

Tuesday, November 29  11:00 am - 1:15 pm

LTC Alternative Sources of Funding 

lunch and refreshments

Avoiding Catastrophic Health Care Costs with Life, LTCI, and Annuities

3 Case Studies - Planning In Action

2 Hours CPE for New Jersey CPA’s

Tuesday, December 13  8:15 am - 10:30 am
LTC and Retirement Planning 

coffee and continental breakfast

Incorporating LTC Protection Strategies in the Retirement Planning Process

3 Case Studies - Planning in Action

​2 Hours CPE for New Jersey CPA's

Why Attend?

CPA's gain important information about critical retirement planning issues and how to solve problems.  Classes are held at our Paramus, NJ conference room.

Breakfast Meeting from 8:15 am - 10:30 am

Lunch Meeting from 11:00 - 1:30 (includes 1/2 hr break for lunch)

Course Topics:

What Is Long Term Care?

Paying for Long Term Care - Public vs. Private Options

Paying for Long Term Care - Private Resources and Insurance Options

Integrating Long Term Care into the Retirement Plan

Case Studies for Discussion

The Widow

The Retiring Couple

The Second (Third?) Marriage

The Widower

The Business Owner


Register for Your Session Here