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Advanced Personal Financial Planning Update (4161033C)
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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 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.

 Export to Your Calendar 12/12/2016
When: 9:30 am - 5:00 pm
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 11/11/2016
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Acronym APFPU
CPE 8
Category
Management
Level Update
Vendor CalCPA
Who should attend CPAs, attorneys, CFPs and other financial planners.
Prerequisite
Basic understanding of personal financial planning.
Fees: Early Bird
Standard
Member N/A
$245
Non-Member: N/A
$375

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

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.

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.

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.

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