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Advanced Personal Financial Planning Update 4171033D
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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, 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.

1/19/2018
When: 7:30 AM to 3:00 PM
Where: Webinar/Webcast
United States
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®
Contact: April Deneault
801-466-10870


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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Individual Tax Planning and Return Preparation,Economics

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  8

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, 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. Additionally, cover estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Materials are provided as an ebook.



Major Subjects

  • 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.

Level:  Update

Designed For

CPAs, attorneys, CFPs and other financial planners.

Advanced Prep:

None.

Prerequisite

Basic understanding of personal financial planning.

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