December 14, 2021 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Advanced Personal Financial Planning Update

Description

New personal financial planning strategies are regularly emerging due to evolving personal goals in rough economic and legal environments. Review developments from the past year in the areas of insurance, investments, retirement, tax, estate, and personal financial planning. Drawn from recent publications and government directives, review the latest financial strategies and planning changes in the areas of financial planning; insurance; investments selection and management; and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Specialized Knowledge
8

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.

Course Level

Update

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Attorneys, CPAs, CFPs and other financial planners.

Prerequisites

Basic understanding of personal financial planning.

Highlights

  • Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care.
  • Debt management, including reverse mortgages and education financing.
  • Insurance and investments from a life-planning perspective.
  • Income tax legislation, cases, and rulings.
  • Estate and trust planning strategies.

Notes

Entry-level/Individual contributor; Manager/Senior Manager; Director; Executive/VP; C-Suite; Sole Practitioner; Board

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