February Luncheon Program

"Long Term Care Insurance"

Date/Time:

Tuesday, February 16, 2010

11:45 - 12:15 pm Registration
12:15 - 12:45 pm Lunch
12:45 - 2:00 pm Program

Location:

The Union League (Lincoln Hall - 2nd Floor)
140 South Broad Street
Philadelphia, PA
www.unionleague.org

Description:

Is the purchase of long-term care insurance just a gamble or is there an intelligent way to determine whether a client should buy? We will examine just what is long-term care insurance and consider when its purchase might be desirable based on the financial profile of the client and the client’s tolerance for risk. We will conclude with a series of hypothetical examples and analyze when the purchase of long-term care insurance seems in order.

Speakers:

Professor Larry Frolik
University of Pittsburgh School of Law
Pittsburgh, PA

Mr. Frolik is a Professor of Law at the University of Pittsburgh School of Law. He was one of original academic creators of Elder Law as a scholarly discipline. A prolific author, in addition to his book, Advising the Elderly or Disabled Client, (2nd Ed. with Brown) (Warren, Gorham & Lamont) he has authored a dozen other books including Residence Options for Older or Disabled Clients (ABA 2008),, Elder Law in a Nutshell, (4th Ed. with Kaplan) (West), and the casebooks, Elder Law: Cases and Materials, (4th Ed. with Barnes) (Lexis), and The Law of Employee Pensions and Employee Benefits (2nd Ed. with Moore)(Lexis).

He is Past-Chair of the Pennsylvania Bar Association Elder Law Section and served as Policy Advisor to the Executive Council of the Pennsylvania AARP. He now serves as a Fellow of the TIAA-CREF Academic Advisory Board and as a Trustee for the Achieva Family Pooled Trust.

Mr. Frolik received his B.A. from the University of Nebraska, his J.D.from Harvard Law School.

Registration Information:

Deadline: Friday, February 12, 2010
No shows will be billed. No refunds after February 12, 2010.

Contact Information:

Name: Denise Downing, CMP
Email: staff@philaepc.org
Phone: 856-234-0330
Fax: 856-727-9504

Other Information:

Registration Fees:
PEPC Members: $45 Registration Fee
PEPC Members: $15 each for CLE, CFP or PA Insurance Credits

Non-Members: $55 Registration Fee
Non-Members: $20 each for CLE, CFP or PA Insurance Credits

No charge for PACE, CTFA or CPA credits.