Meeting/Event Information

Long Term Care Act tax in Washington State

 

May 04, 2021
11:30 AM - 1:00 PM
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Washington state's Long Term Care Trust Act is a first-of-its-kind publicly-funded program to reimburse eligible long-term services and supports (LTSS). The program will be funded by a payroll tax collected by employers on behalf of every adult W-2 employee.

  1. What is long-term care?
  2. What is a long-term care plan?
  3. How much does long-term care cost?
  4. Where do you receive long-term care?
  5. How is long term care funded?
  6. What is the WA State Long Term Care Trust Act?
    1. Why was it implemented?
    2. How much is this tax?
    3. Pros and Cons
    4. Opt out provisions

Our Speakers:

Stacy Spelman, AARP New York Life Insurance Company

Stacy began her career with New York Life back in 2011 and for the past decade has been helping clients achieve peace of mind both now and in the future. Focused on servicing the communities of the Pacific Northwest, she also sits on the Board for the Overlake Hospital Foundation. Stacy built her practice with a protection first focused approach and has been authorized to offer AARP-Branded products and solutions. She uses her vast expertise in Life Insurance, Long Term Care, Annuities, and Company Benefits to meet and exceed her goal of educating and providing individuals, business owners and their employees with a solid financial foundation designed to protect their assets and provide for their family’s financial well-being.

Haley Sandford - Eagle Strategies LLC / New York Life Insurance Company

Haley moved from New York to Washington in 2016 to continue her career as a Financial Planner with the New York Life. She found her passion in helping individuals achieve their financial goals while protecting them against the many uncertainties that life brings. As a fiduciary, Haley employs a technical approach to holistic planning that addresses proper asset allocation, tax efficient retirement strategies, college funding, life insurance, long-term care, and estate planning. She does this by collaborating with a team of specialists to address tax and legal issues that may arise.

Haley received her Bachelor of Science in Economics and Finance from SUNY Buffalo in 2014 and has worked in the financial and insurance industry since the beginning of her career. During college, she held Treasurer of the Panhellenic Council along with Fundraiser and New Member Educator of Sigma Delta Tau. Haley currently lives in Bellevue, WA with her significant other and Calico cat. During her spare time, she enjoys traveling, yoga, and reading. Haley also enjoys volunteering at local non-profits that support women and under privileged children.

Cost: Members $45, Non-Members $60

Eligible for 1 RCH from the American Payroll Association

**We have been asked not to record this presentation.  Unfortunately, we will not be able to send out any copies post-presentation.

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Meeting ID: 825 1454 1116

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Meeting ID: 825 1454 1116

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Tickets

$45.00 Member Registration

$60.00 Non-Member Registrastion