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X-WR-CALDESC:Events for Wilson Law Group, LLC
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DTSTART:20200101T000000
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DTSTART;TZID=UTC:20210512T120000
DTEND;TZID=UTC:20210512T130000
DTSTAMP:20210315T193127Z
CREATED:20210128T200417Z
LAST-MODIFIED:20210315T193127Z
UID:2357-1620820800-1620824400@wilsonlawgroup.com
SUMMARY:The "Name on the Check" Rule with Dale Krause
DESCRIPTION:Join the President and CEO of Krause Financial Services\, Dale Krause\, J.D.\, LL.M.\, as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” \nThis is a strategy you can use to your client’s advantage in protecting their retirement accounts during the Medicaid spend-down process. Dale will discuss how the rule works\, when it’s appropriate to use\, and how to answer common questions from the state Medicaid agency. He’ll also show the plan in action with a step-by-step case study. \nClick here to register.
URL:https://wilsonlawgroup.com/event/advisor-ce-program/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
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