Long-Term Care Insurance - Past, Present & Future sprd by Howard Wershbale & Associates

Date: Tuesday, November 9, 2010
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Avenue
Speaker: Elaine B. Eisner, JD & Scott Gohn


LOCATION:         The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
There are many myths and mysteries around long-term care insurance.  This presentation will focus on understanding the origin of Long Term Care Insurance and its evolution into its present day form.  The discussion will address public and private funding for care services as well as the state and federal government's approach to dealing with this sleeping giant.  Many states have implemented tax incentives to entice their citizens to purchase private insurance plans.  Alternately, the federal government has recently signed into law H.R. 3590 Title VIII (The CLASS Act) to address the growing care needs.  We will also explore the changing private insurance market and how insurers are adapting to a population that is living longer.  This presentation will arm you with all the information that you need to know to help your clients understand this changing environment.  
About the speakers…
Elaine Eisner, JD is a Principal with The Eisner Gohn Group.  Her practice focuses on helping individuals and companies develop long-term insurance plans.  The firm specializes in life, long-term care and disability insurance.  Ms. Eisner is a 1993 graduate from Cleveland-Marshall College of Law.  She received her Bachelor of Arts degree from University of Colorado.  She is an active member of the Cleveland Metropolitan Bar Association and currently serves as Co-Chair of the Women In Law section.  Ms. Eisner serves on the membership and programming committees of The Estate Planning Council of Cleveland.
Scott Gohn is a Principal with The Eisner Gohn Group.  He received his Bachelor of Science Degree from Kutztown University with a major in Environmental Geology.  Prior to entering the insurance practice he was both a sales engineer and an account executive in the high tech industry servicing the legal and financial services communities.  Mr. Gohn is the firm's subject matter expert on structuring Long Term Care and Disability Insurance plans.  He currently serves on the Cleveland NAIFA (National Association of Insurance and Financial Advisors) board as well as the Different Needz Foundation board.
Jennifer A. Savage, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $20 for members when paid in advance before noon 11/8/10.   Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 11/8/10 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs and CPAs that feel the program satisfies their continuing education requirements.

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