Asset Protection with Long-Term Care Planning

Thursday, February 3, 2022
8:00 am to 9:00 am

Agenda

8:00 am

• Group welcome quick discussion on the future and vision of T.A.P.

• Announcement of Business Development Committee – Phil Goodwin of PNC Bank

• Announcement of Marketing/Membership Committee – Annemarie Caruso of First American Title

• Group Introductions – Breakout groups of 10 or less - Please keep to 30-45 seconds each. – Your name, your company, your role, any success stories within TAP, what is one thing you want to do in 2022 business or personal?

8:30 am

• Educational piece lead by Jay T. Crosby & Dylan Hallahan- " Asset Protection with Long-Term Care Planning”

• Jay T. & Dylan will go over the different products and strategies to implement coverage for LTC cost and care.

9:00 am
Meeting Wrap-up

Upcoming Events

• Our Mission- The Advisory Panel is devoted to connecting professionals with experts across industries to share their knowledge and experiences.

• Next breakout meeting will be an In-Person Happy Hour!!! March 3rd  4:30-6:30 – Location Positano Coast

• Next education meeting will be April 7th at 8am via Zoom