Medicaid Planning: What Financial Advisors Should Know
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A practical overview designed to help you spot Medicaid issues early and better guide clients facing long-term care decisions.
About this Event
About this Event
Medicaid Planning: What Financial Advisors Need to Know
Medicaid planning can have a major impact on a client’s assets, income, and long-term care strategy—and financial advisors are often the first to see the issue coming.
Join James Rainey, CELA, of Rainey & Rainey, PLLC for a practical 30-minute discussion covering
- The Medicaid rules every advisor should understand
- Asset and income issues that can affect eligibility
- When Medicaid planning should become part of the conversation
- When to involve an elder law attorney
This is a practical overview designed to help you spot Medicaid issues early and better guide clients facing long-term care decisions.
30-minute presentation followed by Q&A.
RSVP Required.
When: Tuesday, November 17th, 2026 | 11:00 AM
Where: Level 3 Coworking & Event Center
202 East Central Avenue, Belton, TX, 76513
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Where is it happening?
Level 3 Coworking & Event Center, 202 East Central Avenue, Belton, United States
Event Location & Nearby Stays:
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Host or PublisherRainey & Rainey Attorneys at Law, LP
