April 25th, 202411:30 a.m. Central

April 25th, 2024 | 11:30 a.m. Central

Virtual

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5 Steps to Creating a Less Taxing Retirement copy

People with greater wealth often assume that Medicaid planning does not apply to their situation. However, families frequently underestimate future long-term care costs, and unforeseen medical needs may arise where a family member could benefit from Medicaid. By implementing crisis planning strategies, families can understand how to safeguard their assets within five years of a family member accessing Medicaid benefits.

In this interactive webinar, Focus’s Chief Planning Officer Jeffrey Levine will review why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.

In this session, he’ll cover:

  • The impact of long-term care costs on individuals and their families.
  • Key features and provisions for Medicaid benefits and eligibility.
  • The financial impact and associated penalties that could arise when receiving Medicaid benefits.
  • Strategies to protect assets while accessing Medicaid benefits.

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources

Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Focus gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Don Rochleau, CFP®

    Director of Client Development

    Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Focus. His collaborative working relationship with Focus's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

Other Upcoming Events

  • May 17th, 2023 | 5:30 – 7:30 p.m. Central

    Retirement: Beyond the Financials

    8182 Maryland Ave., Suite 500, St. Louis, MO 63105
    Fifth floor Education Center

    While you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?

    During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.

    Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:

    • Ten key elements of a fulfilling retirement
    • A guide to creating a personalized retirement life plan
    • Suggestions for initiating crucial conversations with those closest to you about retirement plans
    • A framework for deciding when to retire
    • How and why you may want to “practice retirement” while still working

    As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.

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  • July 20th, 2023 | 11:30 a.m. Central

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    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
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  • September 24th, 2024 | 11:30 a.m. Central

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    Social Security: 5 Things Every Married Couple Should Know

    When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?

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  • May 29th, 2025 | 11:00 a.m. CT

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    Simplifying Capital Gains: What Every Investor Should Know

    In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in a clear, approachable way—and set the stage for more advanced strategies in a future session

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  • June 18th, 2025 | 11:00 a.m. CT

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    Springboard to New Adventures: Off the Radar Travel Trends & Hidden Gems for 2025

    Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.

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  • August 7th, 2025 | 11:00 a.m. CT

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    Safeguarding Your Identity and Data in the Digital Marketplace

    In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.

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