Wealth, Care, and the Bill That’s Changing Both

Discover how the Big Beautiful Bill is transforming care planning and wealth protection for aging adults and high-net-worth families.

About this Event

Big changes are coming—and they could reshape how we plan for both aging and affluence in California.

This month, we’ll unpack the “Big Beautiful Bill” that’s making waves across the estate, elder law, and financial planning communities. From shifts in Medi-Cal eligibility to broader implications for asset protection, this legislation is poised to impact a wide range of clients—especially those navigating long-term care or holding significant wealth.

We’ll cover:

• What’s actually in the bill—and what’s not
• Key risks and opportunities for your clients
• How professionals can stay ahead and add value

Join us for practical insights, peer-to-peer conversation, and a proactive look at how to guide clients through one of the most significant legislative shifts in years.

Agenda


🕑: 08:00 AM - 08:30 AM
Meet & Greet with Open Networking

🕑: 08:30 AM - 08:40 AM
Call to Order & Gratitudes

🕑: 08:40 AM - 08:45 AM
Short Intro to Speaker

🕑: 08:45 AM - 09:15 AM
Presentation

🕑: 09:15 AM - 09:25 AM
Q&A

🕑: 09:25 AM - 09:30 AM
Announcements & Wrap-Up


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