Advanced Personal Financial Planning Update 2024

Overview

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.

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

Prerequisites

Basic understanding of personal financial planning.

Designed For

Attorneys, CPAs, CFPs and other financial planners.

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.