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  • Wednesday, October 20, 2021 8:00 AM
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  • Wednesday, October 20, 2021 8:00 AM
    Turf Valley Resort, 2700 Turf Valley Rd. Ellicott City, MD, 21042

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Long-Term Care Planning Beyond Insurance

  • Tuesday, March 30, 2021
  • 1:00 PM - 2:00 PM
  • Zoom Meeting

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Discuss long-term care planning options for seniors who do not have long-term care insurance and who are disqualified from purchasing it.  Learn how long-term care financing works in America, the various public benefit programs available to seniors and the tricky eligibility rules associated with those benefits. Review the strategies we use to help seniors get these services.

About the Speakers

Lynn Socci, CMP™

I have worked for a subacute facility as a director of rehab for 10+ years and have worked closely with Medicare, Medicaid, and other insurance plans. I am an expert in the area of Medicaid eligibility and the implications of Medicaid planning gone wrong. I am also a Certified Medicaid Planner™ (CMP™), a licensed Life and Health insurance agent, and a licensed Certified Occupational Therapy Assistant (COTA/L).


Michael Anthony, JD, CMP™

Michael is a leading top national Medicaid expert, His background is in elder law; he is a former delegate to the  White House Conference on Aging, Chair of the Certified Medicaid Planner™ Governing Board, author and lecturer, and subject matter expert in the area of Medicaid Planning. Mr. Anthony wrote the largest textbook on the subject of Medicaid Planning and teaches an extensive curriculum of Continuing Legal Education.

Registration is free but required to receive the Zoom information.

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