$300 to Register
March 28, 2024
11:00 AM - 3:00 PM CDT
3 Credits* (varies by state)
About This Virtual Seminar:

Are you looking to harness your potential and incorporate Medicaid planning into your practice? Join us for a live, 4-hour workshop designed to equip you with the knowledge you need to do just that!

During our training event, you'll learn
  • The basics of Medicaid eligibility
  • Strategies to protect your client’s assets in the face of long-term care
  • How you can build your practice using our products, resources, and support

With a base of Medicaid knowledge, comprehensive course kit, and CLE credit*, you’ll walk away from this educational seminar with the knowledge and tools you need to enhance your practice and take on Medicaid planning with confidence.

*See CLE credit availability by state.

This Seminar Starts In:

Join Our Live Seminar

If you're looking to explore the ins and outs of Medicaid planning, register for our upcoming virtual seminar. If you can't attend the live event, you'll still get access to the recording and any course materials after the event. You don't want to miss out on this essential educational opportunity. Reserve your spot today!

The live training includes:
  • A base of Medicaid knowledge
  • Course kit with program materials
  • Case studies using real-life examples
  • Live Q&A session with the presenters
Meet Your Presenters
Aaron Kempen

Aaron Kempen

Senior Relationship Manager
A seasoned expert on helping new attorneys master the Medicaid field, Aaron has advised on thousands of planning cases.
Jim Wolverton, J.D.

Jim Wolverton, J.D.

Director of Legal Education
Jim is an experienced attorney who advises on tools and strategies to solidify any estate plan, from proactive to crisis situations.

Event Agenda

11:00 AM

Seminar Begins

  • Introductions and General Seminar Info
11:30 AM

Presentations

  • Introduction to the Medicaid Program
  • Asset Requirements
  • Income Requirements
  • Divestment Rules
12:45 PM

Break

1:00 PM

Presentation Resumes

  • Medicaid Compliant Annuities
  • Crisis Planning Case Studies
  • Proactive Planning Tools
2:45 PM

Questions and Final Remarks

3:00 PM

Adjourn

(Agenda times may vary slightly)

Testimonials

  • The binder with resource material that was given to attendees is incredible. It is super helpful to have that information and we will absolutely use it. —Colorado Attendee
  • Speakers, presentations, and materials were first rate...I thoroughly enjoyed, and more important, learned from the presentations. —New Jersey Attendee
  • Engaging and knowledgeable speakers. —Massachusetts Attendee

Don't miss this exclusive training opportunity to enhance your practice and take on Medicaid planning with confidence.

Register Now