The Great Retirement Income Gap

Have Meaningful Discussions about Extended Care Planning with Clients

All retirees will need to plan today for the possibility that they will experience significant long-term care health expenditures. How will you help prepare them?

Aspiring students in the financial service industry and professionals will get an insider’s perspective on the evolution of extended care planning and long-term care insurance at this lunchtime presentation organized by the California Chapter of the Society of Financial Service Professionals.

A great retirement income plan provides a framework for meeting planned expenses, having access to reserves for unexpected contingencies, and supporting any legacy objectives. We’ll discuss how to help your clients avoid those large unplanned expenses relating to a costly long-term care event that can wreak havoc on a retirement income plan. 

SPEAKER

Ken Herlihy, regional sales director for OneAmerica with 30 years of experience in the long-term care industry, is the key presenter.

SPONSOR

Co-sponsored by the UCSC Silicon Valley Extension Business Department. This event will be especially helpful to professionals in the financial services industry and students interested in pursuing a career in the field.

REGISTRATION

Free for all students, UCSC Extension staff  and Society FSP Members; $20 for nonmembers.