Do you have client’s that are concerned about extended care planning? Have they been putting off having a discussion with you about how best to pay for their care? On the next BREW, we are going to focus on clients that should’ve done planning years ago, but still haven’t, targeting clients that are 70-79 years old. Wouldn’t it also be great if we could turn taxable dollars into a tax-free bucket that can be used to pay for their older age needs? Join us as our very own Shayne Fickling, E4IS Regional Vice President, will show you how.
