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Webinar(CA): Advanced Personal Financial Planning Update

Description

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, investment, 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.
Insurance and investments from a life-planning perspective.
Income tax legislation, cases, and rulings.
Estate and trust planning strategies.

Provider
California CPA Education Foundation
Course Level
Update
CPE Field of Study
Specialized Knowledge
8
Who Should Attend

Attorneys, CPAs, CFPs and other financial planners.

Instructor(s)
James Gardner
Prerequisites

Basic understanding of personal financial planning.

Advanced Preparation

None

Location
Webinar
Event Information
When
Jan 15, 2021
7:30 am - 3:00 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$295.00

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$400.00
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Webinar(CA): Advanced Personal Financial Planning Update


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