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Webcast: Advanced Personal Financial Planning Update (CAAPFPU115)
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Drawn from recent books and publications, this course will review the latest financial strategies and planning techniques, while providing two hours of ethics for CFP practitioners and CPAs. We'll explore changes in financial planning, including insurance; investments selection and management; retirement, including Social Security and Medicare; and estate and tax planning to help you help your clients take advantage of new opportunities.

12/21/2015
When: 12/21/2015
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®


Online registration is closed.
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Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Update
Vendor: CalCPA
Category: Management Advisory Services
Prerequisites: Basic understanding of personal financial planning.
Advanced prep: None

Who should attend: CPAs, attorneys, CFPs and other financial planners.

New personal financial planning strategies are continually emerging in response to evolving personal goals in turbulent economic and legal environments. Drawn from recent books and publications, we'll review the latest financial strategies and planning techniques, while providing two hours of ethics for CFP practitioners and CPAs. We'll explore changes in financial planning, including insurance; investments selection and management; retirement, including Social Security and Medicare; and estate and tax planning to help you help your clients take advantage of new opportunities.

Objectives

  • Identify the most significant developments over the past 12 months in the areas of insurance, investment, retirement, tax, estate and personal financial planning.
  • Determine how to properly apply recent personal financial planning developments to your clients' needs.


Major Topics
  • Retirement: Social Security, Medicare and long-term care
  • Debt management
  • Reverse mortgages
  • Insurance and investments from a life-planning perspective
  • Income tax legislation, cases and rulings
  • Estate and trust planning strategies
  • CFP and CPA ethics
  • Ethics


 

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