Medicaid Planning for Financial Planners

Medicaid is complicated! This one-hour session, designed specifically for financial planners, features Dennison Keller discussing key Medicaid planning strategies. Topics include Medicaid eligibility, available exemptions, how to protect Traditional and Roth IRAs, the Medicaid spend down process, and why annuitizing assets can be a costly error. Dennison Keller will also explore how to use trusts for effective preplanning to preserve clients’ assets and avoid spend down requirements.

This is a free session, but we ask that you register in advance.