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Investment Adviser Rep CE
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2022 SECURE 2.0 Act Webinar Transcript
5 Things You Need to Know About Life Settlements
Dr. Wade Pfau's How to Use Reverse Mortgages to Secure a Retirement White Paper
Guide to Breaking Down LTCI Partnership Policies
IRAs at Death & Beyond Webinar Transcript
Medicaid Annuities and IRAs Guide
Social Security Guide 2023
Tax Strategies For Upper-Middle Class Clients Webinar Transcript
self study Comments page
A few comments from listeners:
Wonderful having Libby move this topic from academic theory to practical experience!
- Ralph W.
Great resources noted and good info that she shared. I know I should address some of these items for myself before I age.
- Lauren D.
I had never heard of a POLST before, but I'm glad Libby mentioned them today. I have two elderly clients who should consider the POLST form.
- Lindsey F.
Great pace for information sharing, not to fast or too much detail to get lost. Her differentiation between HIPAA authorization, Advance care directives, POLST was excellent.
- John R.
Really important items here to talk about with client. Very useful reminder.
- Robert T.
Good information. It's helpful to be reminded of all of the things we need to think about ourselves and to help our clients with.
- Michelle L.