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Webcast: Advanced Personal Financial Planning Update (CAAPFPU16)
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 Export to Your Calendar 12/12/2016
When: 12/12/2016
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4161033D
United States
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®


Online registration is available until: 12/10/2016
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Acronym CAAPFPU16
CPE 8 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Update
Yellow Book No
Prerequisite Basic understanding of personal financial planning.
Who should attend CPAs, attorneys, CFPs and other financial planners.
Members $245
CPA Non-Members $375

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

New personal financial planning strategies are continually emerging in response to evolving personal goals in turbulent economic and legal environments. Drawn from recent publications, we'll review the latest financial strategies and planning changes in the areas of financial planning; 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.

Materials are provided as an ebook.

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.

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.

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