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2024 Estate and Financial Planning for the Older Client

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 06/20/2025 from 9:00 am to 5:00 pm
 Mon, 06/30/2025 from 10:00 am to 6:00 pm
 Wed, 07/02/2025 from 11:00 am to 6:42 pm
 Mon, 07/21/2025 from 10:00 am to 5:42 pm
 Thu, 08/21/2025 from 10:00 am to 5:42 pm
 Tue, 09/02/2025 from 11:00 am to 6:42 pm
 Tue, 09/16/2025 from 10:00 am to 5:42 pm
 Tue, 10/21/2025 from 10:00 am to 5:42 pm
 Wed, 11/05/2025 from 11:00 am to 6:42 pm
 Fri, 11/21/2025 from 10:00 am to 5:42 pm
 Tue, 12/16/2025 from 10:00 am to 5:42 pm
Designed For:

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Prerequisite:

None

Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges.

Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Describe key elements of estate planning for older clients
  • Identify different types of life insurance and their relevance to elder clients
  • Recognize the nuances of Medicare and its implications for financial planning
  • Discuss Social Security considerations in the context of retirement planning
  • List strategies for Medicaid planning and their interaction with trusts and annuities
  • Explain the use of Roth and other IRAs in financial planning for older clients
  • Discuss estate planning techniques tailored to the specific needs of mature clientsExplore housing and care alternatives for older clients' long-term needs
  • Apply gifting strategies suitable for older clients in estate planning
  • Assess and address the unique challenges and considerations in financial planning for older clients

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.