NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Estate and Life Planning Issues for the Middle-Income Client
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Online Registration Form
Date: August 12, 2020
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
The range of estate and financial planning issues with regard to the middle income client is vast. This course takes a fresh look at the problems the practitioner may encounter in planning for this specific subset of clients and how the practitioner can assist these clients in carrying out those plans.
Objectives
* To provide the practitioner with a complete understanding of the specific planning needs for the middle income client.
Highlights
* Understand what the middle income client market is * Medical and health care issues * Long term care issues * How to determine and/or capitalize needs * Factors affecting the estate and financial plan * Understanding special issues (such as nontraditional domestic partners) * Retirement planning issues * The changing workplace * Future issues
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Course Level Basic
Prerequisites None
Course IDPMIC
Discussion LeaderWerner Rocca - Art Werner
CPE Credit8
Additional Information: Parking and lunch are provided on-site.
Fee: $300 - Society Member
$350 - Society Nonmember
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7435 O Street, Suite 100
Lincoln, NE 68510
(402) 476-8482
(800) 642-6178
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