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: Webcast
Course Time: 8:30 AM to 4:30 PM Central Time
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 ID: PMIC
Discussion Leader:Werner Rocca - Art Werner
CPE Credit: 8
Additional Information: Instructions for the webcast will come a few days before the course date along with the electronic materials.
Fee:
Early Bird Registration:
$265 - Society Member
$315 - Nonmember
Within 30 Days of Course Date:
$300 - Society Member
$350 - Nonmember
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7435 O Street, Suite 100
Lincoln, NE 68510
(402) 476-8482
(800) 642-6178
(402) 476-8731