Long Term Care  Planning Course Lesson #1 Complete Money Management, Inc. Colin Meeks, Certified Financial Planner ®
Does Your Financial Plan Include Protection Against Long Term Nursing Care Expenses? <ul><li>Welcome To Class </li></ul><u...
Course Layout <ul><li>Watch this video (5-10 minutes) </li></ul><ul><li>“ Extra Credit” downloadable resources on the left...
Course Layout <ul><li>Course Intro Video - Click on the TV on the lower right of your screen (2-3 minutes) </li></ul><ul><...
Here’s What You’ll Get Over The Next 7 Weeks <ul><li>Lesson 2 - How to decide if you should plan for long term nursing car...
Continued….. <ul><li>Lesson 5 - Medicaid Explained </li></ul><ul><li>Lesson 6 - Taxes and Long Term Care Planning </li></u...
Summary <ul><li>Watch video </li></ul><ul><li>Download resources </li></ul><ul><li>Take quiz </li></ul><ul><li>Ask questio...
Class Dismissed <ul><li>See you next week </li></ul>
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Long Term Care Planning Course - Part 1 of 8

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This is the powerpoint version of my online long term care planning course. for a free report on long term care planning and to register for the full version of the course with audio and video and free downloads, go to www.MDLongTermCareInsurance.com

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Long Term Care Planning Course - Part 1 of 8

  1. 1. Long Term Care Planning Course Lesson #1 Complete Money Management, Inc. Colin Meeks, Certified Financial Planner ®
  2. 2. Does Your Financial Plan Include Protection Against Long Term Nursing Care Expenses? <ul><li>Welcome To Class </li></ul><ul><li>Professor Colin Meeks </li></ul><ul><li>8 Part Course </li></ul><ul><li>All Aspects Of Long Term Nursing Care Planning </li></ul><ul><li>Not Just Long Term Care Insurance </li></ul>
  3. 3. Course Layout <ul><li>Watch this video (5-10 minutes) </li></ul><ul><li>“ Extra Credit” downloadable resources on the left of your screen </li></ul><ul><li>Ask Colin A Question </li></ul><ul><li>Schedule a Long Term Care Planning Discovery Meeting </li></ul>
  4. 4. Course Layout <ul><li>Course Intro Video - Click on the TV on the lower right of your screen (2-3 minutes) </li></ul><ul><li>Take the Quiz - 5 questions on long term care planning </li></ul><ul><li>When you take the quiz and submit your answers, I’ll immediately email your grade to you and some “take home notes” on the lesson you just completed </li></ul>
  5. 5. Here’s What You’ll Get Over The Next 7 Weeks <ul><li>Lesson 2 - How to decide if you should plan for long term nursing care expenses </li></ul><ul><li>Lesson 3 - Long Term Care Insurance for “dummies” </li></ul><ul><li>Lesson 4 - Maryland’s Partnership Plan For Long Term Care Insurance </li></ul>
  6. 6. Continued….. <ul><li>Lesson 5 - Medicaid Explained </li></ul><ul><li>Lesson 6 - Taxes and Long Term Care Planning </li></ul><ul><li>Lesson 7 - Long Term Care Insurance Claims Process </li></ul><ul><li>Lesson 8 - Summary, review, “what should I do next, Colin” </li></ul>
  7. 7. Summary <ul><li>Watch video </li></ul><ul><li>Download resources </li></ul><ul><li>Take quiz </li></ul><ul><li>Ask questions </li></ul><ul><li>Schedule a Discovery Meeting </li></ul>
  8. 8. Class Dismissed <ul><li>See you next week </li></ul>
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