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Seminar

Financing the Cost of Health Care (265)

Register for this course:

The meeting times for this class are in the past. Please check here for additional meeting times.

Meeting Times:

Monday, December 08, 2025 2:30 PM - Monday, December 08, 2025 4:10 PM
The meeting time above is expressed in MOUNTAIN TIME, which is:
Eastern Time:
4:30 PM - 6:10 PM
Central Time:
3:30 PM - 5:10 PM
Pacific Time:
1:30 PM - 3:10 PM

Price:

This course is in the past and can no longer be purchased.

Location:

Internet Course - Live Streamed

Delivery Method:

Group Internet Based

Field of Study:

Specialized Knowledge - Technical (Personal Financial Planning)

CPA Credits:

2.0

IRS Credits:

2.0
(not for IRS credit)

Course Level:

Intermediate

Prerequisites:

Basic understanding of business

General Description:

Participants will learn strategies to finance the ever-increasing cost of health care with an emphasis on the planning options for financing long-term care needs.

Learning Objectives:

After completing this course the participant will be able to:

  • Identify three main ways to finance the cost of long-term health care needs.
  • Describe planning strategies to risk-shift long-term care costs, including Medicaid planning.
  • Explain specific federally approved types of trusts and products used in long-term care cost planning.

Instructors:

Janine A. Guillen is a principal in her trusts and estates firm in Lone Tree, Colorado. Licensed in Colorado and New York, her practice focuses on generational wealth transfer planning and asset protection. She has taught for AES and CPE4U for more than five years and guest lectured at the University of Denver Sturm College of Law. Previously she was a partner in two law firms, one of which was nationally recognized in tax controversy work.

Related Courses:

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