CFP Credit Opportunity
Courtesy of:
So Long, Care Well – and Elder Law Insight
Join us as we provide insight into important Long Term Care legislation coming to a State near you, as well as an overview of Elder Law topics of particular importance to financial advisors, featuring commentary from Colin A. Morgan, CELA, along with our very own Estate Planning Specialist, Sean Link, JD:
 
  • Taxes and mandatory LTC legislation for PA, NY, CA and beyond

  • What is Elder Law and why is it important for your clients?

  • Helping older clients with Estate Planning, Medicaid, and Veterans’ Benefits
 
 
These and other pertinent topics will be covered in this one-hour approved CFP credit webinar sponsored by Underwriters Brokerage Service. 
 
Two dates to choose from: 
 
or
 
  
 Registration required. Please use the link above to provide information for CFP credit and receive details to join the presentation on the desired date.
 
Not a CFP? You are welcome to join and learn about this topic.
 
*CFP credit will be given only upon confirmation of attendance for full presentation.
Speakers
Sean Link, JD, is the Estate Planning Specialist at Underwriters Brokerage Service. Sean works closely with independent financial advisors and insurance agents to provide objective estate planning consulting and reviews of clients’ estate plans. He is available as a resource for estate planning situations and has given presentations on various estate planning topics. A graduate of Allegheny College and the University of Pittsburgh School of Law, Sean is a member of the Estate Planning Council of Pittsburgh and serves on the Board of Directors for the Pittsburgh Chapter of Society of Financial Service Professionals.

Sean may be reached at sean.link@ubsnet.com or 412-201-7950.
Colin A. Morgan, CELA (Certified Elder Law Attorney) - Julian Gray Associates
Colin is a Certified Elder Law Attorney with Julian Gray Associates where he assists clients in all phases of the long term care planning process including Medicaid eligibility, Veterans benefits planning and traditional estate planning, all with an emphasis on issues specific to aging clients as well as younger clients with disabilities. In addition, Colin assists families planning for children with special needs, including transitioning to adulthood as well as planning for litigation proceeds of injury victims who need to maintain important government benefits such as SSI and Medicaid. He is a frequent speaker on various Elder Law topics for the Community College of Allegheny County, and for health care professional education seminars and for community groups. Colin earned his Juris Doctor degree from The Duquesne University School of Law.