ABOUT THIS WISCONSIN EVENT
Join national elder law leaders Krause Financial Services and ElderCounsel for a live, virtual workshop designed to help you incorporate Medicaid planning into your practice and boost your business. Navigating Wisconsin Medicaid Planning will be broadcast live on March 21 via Zoom. During this interactive training event, you’ll learn the basics of Medicaid planning in your state and how to secure your client’s financial future in the face of long-term care. Plus, you’ll get some essential marketing tips and a glimpse into how you can climb to the top of the industry using our tools, resources, and support.
With a custom Wisconsin course kit and real-life case studies, this virtual workshop is an essential attorney training event. Don’t miss this opportunity to learn from the elder law industry experts. Spots are limited. Reserve yours today!
*2.0 hours CLE credit pending
THIS VIRTUAL WORKSHOP INCLUDES:
- Your own physical course kit with program materials
- Real-life case studies to illustrate planning strategies
- A live Q&A session with the knowledgeable presenters
WHY INCORPORATE MEDICAID PLANNING INTO YOUR PRACTICE?
It's more important than ever to be able to offer your clients solutions as they navigate long-term care. With over 70% of seniors requiring long-term care in their lifetime, entering a nursing home is inevitable for most. In short, this area of law is dictated by the needs of seniors, and it's crucial they have attorneys like you on their side. Even if you've been practicing elder law and Medicaid planning for years, understanding how to streamline the process is key to successfully growing your practice. This seminar is designed to help you do just that.
MEET YOUR PRESENTERS:
Jim is an experienced attorney who advises on tools and strategies to solidify any estate plan, from proactive to crisis situations.
A seasoned expert on helping new attorneys master the Medicaid field, Aaron has advised on thousands of planning cases.
EVENT AGENDA
TESTIMONIALS
"The binder with resource material that was given to attendees is incredible. It is super helpful to have that information and we will absolutely use it."
"Speakers, presentations, and materials were first rate…I thoroughly enjoyed, and more important, learned from the presentations."
"Engaging and knowledgeable speakers."
ABOUT US
Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in long-term care planning through the use of Medicaid Compliant Annuities and other insurance products.
With over 30 years in the industry, we bring the experience needed to assist beginner and expert attorneys in incorporating Medicaid planning into their practice.
WANT TO LEARN MORE ABOUT US?
Visit medicaidannuity.com