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Webinar (CA): Advanced Personal Financial Planning Update


New personal financial planning strategies are regularly emerging due to evolving personal goals in rough economic and legal environments. Review developments from the past year in the areas of insurance, investments, retirement, tax, estate, and personal financial planning. Drawn from recent publications and government directives, review the latest financial strategies and planning changes in the areas of financial planning; insurance; investments selection and management; and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Learning Objectives

• Identify significant developments over the past 12 months in the areas of insurance, investment, retirement, tax, estate, and personal financial planning.
• Identify traditional financial planning principles and assess how to implement recent personal financial planning developments into financial plans.

Major Topics

• Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.
• Debt management, including reverse mortgages and education financing.
• Insurance and investments from a life-planning perspective.
• Income tax legislation, cases, and rulings.
• Estate and trust planning strategies.

California CPA Education Foundation
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

Attorneys, CPAs, CFPs and other financial planners.

J. Randy Gardner

Basic understanding of personal financial planning.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Dec 14, 2021
9:00 am - 4:30 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): Advanced Personal Financial Planning Update

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