ABOUT THIS COURSE

WHY ATTEND THIS COURSE?

Americans are living longer than ever. The older the person, the more likely the need for long-­term care; specifically, care which lasts not just months but years. With a prolonged life comes the risk of declining health, medical crises, diminishing assets, and a loss of independence. Now, more than ever, it is important to have a sound long-term care plan in place. Whether your objective is to receive adequate health care, find sources of long-term care assistance, or have enough money for everyday needs as well as a medical crisis, this course will help you plan your future with confidence. 

who should attend?

This course has valuable information for everyone. We discuss the many ways to prepare a long-term care plan, and the advantages of each. You will learn how to anticipate your long-term care needs, determine what providers are available to you, discover sources to help pay for long-term care coverage, and learn how to involve key family members in your plan. Most importantly, this course shows you different strategies to create a long-­term care plan that's right for you and your loved ones. 

 

PREVIEW AND OUTLINE

WHAT IS LONG-TERM CARE?

Long-term care is a range of services and supports necessary to meet health or personal care needs over an extended period of time. Most long-term care is not medical care, but rather assistance with the basic personal tasks of everyday life, sometimes called Activities of Daily Living (ADLs), such as: 

  • Bathing 
  • Dressing 
  • Using the toilet 
  • Transferring (to or from bed or chair)
  • Caring for incontinence 
  • Eating

Other common long-term care services and supports are assistance with everyday tasks, sometimes called Instrumental Activities of Daily Living (IADLs) including: 

  • Housework 
  • Managing money 
  • Taking medication 
  • Preparing and cleaning up after meals 
  • Shopping for groceries or clothes 
  • Using the telephone or other communication devices 
  • Caring for pets 
  • Responding to emergency alerts such as fire alarms

Source: longtermcare.acl.gov

 
 
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LONG-TERM CARE OVERVIEW

 

YOU'LL LEARN:

A. What is long-term health care?
B. When is it needed?
C. Why is it so critical?
D. Why Most Families Don't Anticipate the Need Early Enough
E. What is the state of long-term care in the U.S.?
F. Who will provide the care?

  • Family
  • Long-Term Care Facilities
  • Government
 
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WHERE IS THE CARE PROVIDED?

 

YOU'LL LEARN ABOUT:

A. Prolonged Independence in Current Home Situation

  • Family Caregivers
  • Paying for In-Home Care
  • Finding Community Services and Housing Options

B. Multi-Generational Living
C. Assisted Living Facilities
D. Nursing Homes
E. Community Livin
F. Veterans' Facilities

 
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PAYING FOR LONG-TERM CARE 

 

YOU'LL LEARN about:

A. How much does it cost?
B. Self-Pay
C. Medicare
D. Medicaid
E. Veterans' Benefits
F. Long-Term Care Insurance
G. Hybrid Insurance

 
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FAMILY UNDERSTANDING & sUPPORT

 

YOU'LL LEARN ABOUT:

A. Family Meetings
B. Allocating Responsibilities
C. Resolving Conflicts
D. Dealing with Emotions
E. Involving Key Family Members in Decision-Making
F. Being an Effective Advocate for Aging Parents

 
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long-term care planning strategies

 

YOU'LL LEARN AbOUT:

A. Estate Planning
B. Family Planning
C. Self-Insured
D. Government Benefit Strategies
E. Transfer Risk & Insurance Strategies

 
 

THIS COURSE INCLUDES:

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CLASSROOM INSTRUCTION

Long-Term Care Planning is both enjoyable and educational. Classes are led by Josh W. Strittmatter, CFP®, CRC®, who fills the presentation with valuable information and real-life experiences. He encourages an interactive format where participation and questions are welcome.

course textbook

This course includes a textbook with examples and interactive material that is yours to keep. The book is written in easy-to-understand language and will help you follow along throughout the presentation.

comprehensive learning

Unlike financial seminars that focus on
one topic, this course is designed to help you see the “big picture.” You will have an opportunity to learn about the many aspects of long-term care planning and how they can work together to create a successful long-term care plan. This course is educational, and no financial products are discussed or sold to you.

optional consultation

If you have questions that are personal in nature or would like to find out more about long-term care planning, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

 
 
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your instructor

Your instructor is Josh W. Strittmatter, CFP®, CRC®. He teaches courses on Long-Term Care Planning at several local colleges and universities as well as educational workshops on estate planning and Social Security.