Advanced Personal Financial Planning Update 25-26
Webcast Only
8.00 Credits
Member Price $349.00
Non-Member Price $459.00
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
Leader(s):
Leader Bios
James Gardner, CalCPA Education Foundation
Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a Professor of Tax and Financial Planning and Director of the Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books, The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. In 1997, the Missouri Society of CPAs recognized him as Educator of the Year. Professor Gardner has worked with hundreds of clients as a CPA and estate-planning attorney in Kansas and California. He serves on the Editorial Board of The Journal of Financial Planning and is a former member of the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.
Non-Member Price $459.00
Member Price $349.00