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Health Management for Wealth Management
March 11, 2021 @ 11:30 am - 1:00 pm
“Health Management for Wealth Management”
(Hosted by NAIFA-Ocala, a local affiliate of NAIFA)
Thursday, March 11 – 11:30 a.m. to 1:00 p.m. ET – on Zoom
All members of NAIFA-Florida are invited to join John Lazo and Mary Donavan of CSI – Caregiver Services for an informational presentation on how to address the needs of older clients who are in need of ongoing health care. When assisting your clients with their financial and investment needs, the issue of health management in later years should certainly be a part of the discussion. Learn how to advise your clients regarding different levels of health care services and options available to them. (NOTE: This professional development class is not approved for Florida DFS continuing education credit.)
COST: Free to members and non-members alike
LOG-ON INFORMATION (ZOOM):
Topic: “Health Management for Wealth Management”
Time: Mar 11, 2021 11:30 AM Eastern Time (US and Canada)
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https://us02web.zoom.us/j/9351425169
Meeting ID: 935 142 5169
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Meeting ID: 935 142 5169