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CPA Conversations podcast


Aug 12, 2019

By Jim DeLuccia

Long-term care is a subject many would rather not think about, but not doing so could be costly. Phil Sirolli, CPA, a wealth transfer adviser with Valley Forge Financial Group, clarifies some common misconceptions about long-term-care planning, outlines insurance options, and explains why CPAs need to have this conversation with clients.

View the full transcript.