Medicaid Planning: What Financial Advisors Should Know

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: Thursday, December 3rd, 2026 | 11:00 AM

Where: Heart of Texas Council of Governments

1514 S New Road, Waco, Texas 76711