Client Presentations

Help your clients understand the need for planning for late-in-life care using our two FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Long-Term Care Planning.

Become a member today

Your Savvy Long-Term Care Planning membership includes a license to deliver the following client education presentations:

Client Presentations (FINRA-reviewed)

Savvy Long-Term Care Planning Client Presentations

Two customizable client education presentations, including:

  • Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
  • 4 Keys to Making a Difference in a Family Caregiving Challenge

We want your “Getting Long-Term Care Planning Right” presentation to be memorable and repeatable for those who attend. As a Savvy Long-Term Care Planning member, you’ll get a PDF handout that acts as presentation notes your audience can take away. Customize it with your own branding and contact info, include a link to it during webinars, and print it out for in-person presentations.

Additionally, you will have the materials to present “4 Keys to Making a Difference in a Family Caregiving Challenge” to CPAs/COIs and offer them one hour of CPE credit.


This material is provided exclusively for use by individuals with an active license to the Savvy Long-Term Care Planning Program. Use of this material is subject to the Savvy Caregiving For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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