Virtual
Advanced Personal Financial Planning Update 2023
Date: Nov. 28, 2023
Time: 8 a.m. – 3:30 p.m. PT
Overview
New personal financial planning strategies are regularly emerging due to evolving personal goals in rough economic and legal environments. Review developments from the past year in insurance, investments, retirement, tax, estate, and personal financial planning. Drawn from recent publications and government directives, review the latest financial strategies and planning changes in financial planning; insurance; investments selection and management; 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.
Product Code
1000001626-119080
Credit Type
CPE: 8CFP: 8CPE-Technical: 8MCLE: 7MCLE LS-EP: 7Accessibility
Closed Captioning Available
Intended Audience
Attorneys, CPAs, CFPs and other financial planners.
NASBA Field of Study
Finance
Level of Difficulty
Update
Prerequisites
Basic understanding of personal financial planning.
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Faculty
Additional Details
This course was recorded on 6/26/2023. The instructor will be available via the chat feature to answer questions during the presentation.