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What You Need to Know to Have a Successful Long-term Care Planning Conversation with Your Clients

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Marjorie Barrie, LTCP (she/her/hers) – FPA of Suncoast / ACSIA Partners ### 1389533###Speaker###Long Term Care Insurance Planning Specialist###FPA of Suncoast / ACSIA Partners###
Speaker: Marjorie Barrie, LTCP (she/her/hers) – FPA of Suncoast / ACSIA Partners
### she/her/hers
What’s Your RIA Worth?

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David Selig, MBA – Advice Dynamics Partners ### 2032989###Speaker###Founder & CEO###Advice Dynamics Partners###
Speaker: David Selig, MBA – Advice Dynamics Partners
### @@@ Matt Rozen – Advice Dynamics Partners ### 2088906###Presenter###Strategic Advisor, Marketing###Advice Dynamics Partners###
Presenter: Matt Rozen – Advice Dynamics Partners
###
When is a Trust Advisable for your Clients (or their Heirs) and what is DNI (and how to achieve Optimal Tax Treatment )

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Gary Altman, CFP®, JD, LLM (Tax) – Altman & Associates, a division of Frost Law ### 794320###Speaker###Attorney###Altman & Associates, a division of Frost Law###
Speaker: Gary Altman, CFP®, JD, LLM (Tax) – Altman & Associates, a division of Frost Law
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Women & Finance Knowledge Circle
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