Breakfast Meeting: Long Term Care Insurance: The Tax Facts
Cost: $40.00 (includes parking)
This will be the third breakfast seminar of the 2010-2011 season. Reservations are limited to Estate Planning Council members only, on a first come, first served basis. In addition, guest reservations may be accepted if space is available 7 days prior to meeting date.
Only thirty seats are available as we are striving for a seminar-like, informal session, with participation by all in attendance. We look forward to an enlightening group discussion.
No reservations will be accepted at the door and no one may attend without an advance reservation and payment. There will be no refund after a reservation has been accepted.
As these programs are usually over-subscribed, we suggest that you submit your reservation as soon as possible.
Michele A. Lazzara, CPA
This Breakfast Meeting is Sponsored in Part by a Grant from...
1-800-642-3380 ext. 209
Christine M. McCabe, CLU, MSFS, RHU, REBC, CLTC
Chris was educated at Mercy College and received her Chartered Life Underwriter designation in 1989, the Masters of Science in Financial Services in 2000, Registered Health Underwriter and Registered Employee Benefit Specialist both in 2004 - all from the American College. Chris became Certified in Long Term Care in 2005. Chris began her insurance career in 1980. She represents many competitive insurance companies and provides marketing and sales support in the areas of long term care and disability insurance, business and estate planning and qualified plans.
Activities: Chris is a Past President of the Westchester County Chapter of the Society of Financial Services Professionals (1995-1996); Past President of the Westchester Association of Insurance and Financial Advisors (1996-1997); Past President of the Westchester Association of Women Business Owners (1984-1986). Chris was the 1997 recipient of the Fred E. Hamilton Award for service to the insurance industry and the community. The Hamilton Award is the highest honor bestowed by the Westchester Association of Insurance and Financial Advisors. A former member of the Board of Trustees of the Mamaroneck United Methodist Church from 1990 to 1998, Chris was its President from 1992 to 1998. Chris is the Immediate past President of the Estate Planning Council of Westchester County, Inc., New York.
Chris is the mother of two and the grandmother of six.
“Long Term Care Insurance: The Tax Facts”
This is a one hour intermediate course, meant for financial professionals who are familiar with the fundamental concepts of Long-Term Care insurance products. The course is designed as a tool for understanding the tax treatment of individual and employer paid qualified LTCI. Specifically, it addresses the federal laws, Health Insurance Portability and Accountability Act of 1996 (HIPAA), state laws and Internal Revenue codes that outline the tax treatment of Long-Term Care insurance products.
This event will qualify for one (1) CE credit for Life/Accident and Health Insurance License:
Provider Approval number NYPO - 100169
Course Approval number NYCR - 223132
Instructor Approval number - NYIN – 301070
This event will qualify for one (1) CPE credit for Certified Public Accountants
NY CPE ID# 001981
NASBA ID # 1069888
PAYMENTS BY CHECK:
Registration Receipt with Check,
payable to the Estate Planning Council of Westchester County, Inc., to:
Michele A. Lazzara, CPA
Marks Paneth & Shron LLP, 660 White Plains Road, Tarrytown, NY 10591
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