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Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients

 Fri, 06/27/2025 from 4:00 pm to 5:00 pm
 
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Registration is Open
Member Price
$39.00 Regular Registration
Your Price
$59.00 Regular Registration
Designed For:

Anyone with an interest in how longevity may impact their clients or themselves

Prerequisite:

General knowledge of working with clients as they age and/or clients who are assisting their aging parents

Clients are living longer. Not only does that present challenges to the work we do with them to make sure that their money lasts, but it also brings into play additional issues and challenges that we may not have had to tackle in the past. How do we plan for where clients will live (possibly as solo agers)? How do we deal with issues of diminished capacity? How do we plan for long term care and end of life issues? How do we have complicated family conversations? How do we make sure that our clients have their best long lives possible both financially and otherwise?  Find out in this session where we will present tools you can use with clients to engage them in the planning process.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Overview

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

  • Walk away with a greater sense of the likelihood of living longer and what it might mean for clients and families, and well as financial and other resources that need to support them

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.