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Advanced Personal Financial Planning Update (4151033C)
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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

12/21/2015
When: 12/21/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®
Contact: April Deneault
801-834-6634


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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 Subjects:

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

 

Designed For:

CPAs, attorneys, CFPs and other financial planners.

Prerequisite:

Basic understanding of personal financial planning.

 

Advanced Prep: None

  

Speaker: Randy Gardner, J.D., LLM, MBA, CPA, CFP®

Vendor: CalCPA

Field of Study: Management

Level: Update

CPE Credit: 8 Hours

Acronym: APFPU

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a professor of tax and financial planning and director of the Certificate in Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books 101 Tax Saving Ideas and Tools and Techniques of Income Tax Planning and is a highly rated discussion leader. In 1997, he was recognized as Educator of the Year by the Missouri Society of CPAs.   Mr. Gardner is a member of WealthCounsel, LLC, and works as a tax, financial and estate planning consultant for more than 200 individual clients. He serves on the editorial board of The Journal of Financial Planning and on the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written dozens of articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.

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