Date(s) - 05/24/2018
3:00 pm - 4:30 pm
Medicaid/MassHealth is a confusing area of the law and financial planning that is constantly changing, and often misunderstood. What happens when a loved one must have long term health care (nursing home, assisted living or in home care)? How does a family provide for the long term care of a loved one, while assuring the financial security of those still living at home? Is the family protected?
Come join us for an informative discussion on the myths and misconceptions surrounding Medicaid eligibility in Massachusetts. In this program, Paul Bernstein will discuss assets, resources and income. What is exempt? And what is non-exempt? You might be surprised to learn what actually impacts your clients’ Medicaid eligibility. Whether you’re a financial planner, tax professional insurance advisor or simply someone who wants to learn more about Medicaid, this program is for you!
ADVISOR INSIGHTS – EDUCATIONAL WORKSHOPS
Advisor Insights is a no cost program designed to teach professionals the latest in wealth strategies, planning, implementation and design.
FORGING OPPORTUNITIES AND RELATIONSHIPS
As these small, informal, and diverse groups come together each week, the individuals not only learn from one another but also build collegial relationships and create collaborative opportunities. BLG is happy to facilitate introductions or business opportunity meetings.