Retire On Your Terms

Making the long-term care conversation an integral part of retirement planning


April 10, 2018 || 2:00 - 3:00 pm

Held on April 10th at 2pm EST, this webinar educates attendees on the growing need for long-term care planning and will provide best practices on how to maximize your long-term care conversations with clients and their families. This webinar was CE-approved with the CFP Board.
Learning Objectives:
  • Discover your peers and clients’ perceptions about long-term care
  • Master how to frame the conversation with your clients and encourage them to engage in planning conversations with their families
  • Lincoln will teach you how to make long-term care planning an integral component of retirement planning


 ShereeLavelle    JamieHopkins

Sheree Lavelle, CLTC
Regional Marketing Director
Lincoln Financial Distributors, Inc. 

  Jamie Hopkins, JD, MBA, LLM, CLU, ChFC, CFP, RICP
Associate Professor of Taxation
Co-Director of the New York Life Center for Retirement Income
The American College of Financial Services

Watch below: