CLTC Foundations
- Class Dates
- – 2:00 pm - 4:00 pm ET
- – 2:00 pm - 4:00 pm ET
- Online webinar
This class has already taken place.
Sponsored class
Class Canceled
Description
Foundations is a 4-hour virtual training class designed for insurance professionals and advisors to provide a basic comprehension of long-term care planning. This course is ideal for professionals: collaborating with an ILTC specialist, concerned about fulfilling their fiduciary responsibility, concerned about protecting themselves against liability, protecting assets under management.
Learning Objectives:
- The Basics of Long-Term Care
- The Impact of LTC on Your Client’s Income and Family
- How to Identify the Right Clients for a LTC Conversation
- How to Avoid Common Mistakes
- How to Create a Plan
- Options for Funding the Plan
- Best Practices for Integrating LTC Conversations into your Practice
Instructor
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.
Available Credit
Approval Info
- Program Level
- Intermediate
- Delivery Method
- Group Internet Based