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Advanced Personal Financial Planning Update 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 09/23/2025 from 9:00 am to 4:30 pm
 Tue, 09/23/2025 from 11:00 am to 6:30 pm
 Wed, 12/03/2025 from 9:00 am to 4:30 pm
 Wed, 12/03/2025 from 11:00 am to 6:30 pm
 Wed, 03/11/2026 from 9:00 am to 4:30 pm
 Wed, 03/11/2026 from 11:00 am to 6:30 pm
Designed For:

Attorneys, CPAs, CFPs and other financial planners.

Prerequisite:

Basic understanding of personal financial planning.

New personal financial planning strategies are emerging due to evolving personal goals in rough economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate 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.

Delivery Method: Individual webcast
CPE Credit: Finance
Program Level: Update

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

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

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.