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NAIFA-Gulf Coast Luncheon and CE
February 26, 2020 @ 11:30 am - 1:00 pm
You are invited to join NAIFA-Gulf Coast for our luncheon on February 26th.
This presentation has been approved for one hour of CE Credit.
TOPIC: Affordable Care Act: Impact on Divorce, Family Law, and Financial Planning
Course #: 111880
Course Offering: 1121621
Approved For: One Hour CE Credit
In this session we will educate professionals whose clients may be experiencing divorce or a new marriage. Both of these life events can cause significant unexpected expenses if not timed carefully, particularly if a premium subsidy is involved (i.e. from Healthcare.gov.) Our company sees clients on a regular basis who owe thousands of dollars in tax credits back to the IRS because of a poorly timed event. In one case a client who finalized a divorce one month too soon created a $19,000 new tax burden owed to the IRS. What a devastating discovery to a client who was already experiencing enormous expenses caused by a divorce. We will also cover the new alimony law and how it affects health insurance decisions, as well as what to look out for if a client is getting married. Along with all of this we will cover some financial planning techniques to save clients as much as $20,000 per year if they retire prior to 65. This fact filled presentation will cover everything we need to know about the Affordable Care Act and its impact on our clients.
SPEAKER:
Craig Rodrigue, CSR & Associates The Benefit Group
Click Here For Craig’s Bio.
Date:
Wednesday, February 26, 2020
Time:
11:30 am to 1:00 pm
Location:
Homewood Suites, 3470 Fruitville Road, Sarasota, FL 34237
Cost:
$15 – NAIFA Member Pre-Paid
$20 – NAIFA Member At The Door
$25 – Non-NAIFA Member