Virtual CLTC Master Class

Class Date
Tue, September 1, 2026 – 11:00 am - 5:00 pm ET
Wed, September 2, 2026 – 11:00 am - 4:00 pm ET
Thu, September 3, 2026 – 11:00 am - 4:00 pm ET
times shown are in Eastern Time

** This class takes place across multiple days.

Last Day To Register
Monday August 31, 2026

$280.00

Description

Long-term care planning is a critical component of risk management and retirement planning. It is considered the most-overlooked aspect of insurance and financial planning in America, yet a long-term care event and associated expenses pose the greatest risk to aging clients’ financial security.

The CLTC Master Class is a 16-hour virtual live comprehensive classroom based training experience designed to prepare students for the CLTC designation exam. The Master Class helps advisors acquire a powerful set of planning skills to confidently create appropriate funding solutions for clients.

What you will learn:

The consequences of providing and paying for care
How to convey those consequences in a way that compels clients to take action
Why LTCi is the essential tool that protects, not the individual needing care, but those he or she loves
How to craft affordable coverage
Understand what it takes to create authentic connections for the essential conversation with your clients
Anticipate various planning scenarios

Instructor for this Class

Matt Donaghue

Matt Donaghue, CFP®, CLU®, CLTC®, specializes in extended-care planning, helping individuals and families prepare for the financial and emotional impact of long-term care needs. With advanced credentials in insurance and long-term care planning, he builds strategies that protect assets, preserve dignity, and support independence. Matt’s approach combines technical expertise with a deep understanding of the real-life challenges aging families face. He’s a U.S. Army veteran, a father of two, and credits his wife Crystal as the cornerstone of his personal and professional growth. When he’s not helping clients, you’ll find him outdoors, immersed in Stoic philosophy or blasting heavy metal.