Virtual
Advanced Personal Financial Planning Update 2024
Date: Jan. 22, 2025
Time: 8 a.m. – 3:30 p.m. PT
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.
Product Code
1000002664-124816
Credit Type
CPE: 8CFP: 8CPE-Technical: 8IAR-PP: 6MCLE: 6.5MCLE LS-EP: 6.5Accessibility
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
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.