Advanced Personal Financial Planning Update
Thursday, April 24, 2025
10 a.m.-5:30 p.m. Central
8 CPE (8 technical)
Course code: 25WC-0034
View pricing
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.
Major subjects
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Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care
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Debt management, including reverse mortgages and education financing
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Insurance and investments from a life-planning perspective
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Income tax legislation, cases, and rulings
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Estate and trust planning strategies
Learning objectives
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Identify significant developments over the past 12 months in the areas of insurance, investment, retirement, tax, estate, and personal financial planning
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Identify traditional financial planning principles and assess how to implement recent personal financial planning developments into financial plans
Who should take this program?
- Attorneys, CPAs, CFPs and other financial planners.
Pricing
|
Standard Member Fee |
$299.00
|
 Standard Nonmember Fee |
$399.00
|
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