[WEB] Estate and Financial Strategies for the Mature Client
Description
LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION
The realm of elder planning encompasses a wide array of challenges. This course offers a fresh perspective on the issues practitioners may confront in estate and financial planning for older clients, as well as executing these tailored strategies.
Highlights
- Proficiency in deciphering Medicare intricacies.
- Categorization of life insurance types, with a focus on issues relevant to the insured elder.
- Comprehensive overview of Medigap insurance.
- Grasping nuances surrounding Social Security considerations.
- Delving into Medicaid planning and its interplay with trusts, insurance, and annuities.
- Utilizing planning insights utilizing Roth and other IRAs.
- Addressing unique estate planning considerations for mature clients.
- Exploring housing and care alternatives.
- Tailoring estate planning strategies for the specific needs of older clients.
- Navigating gifting intricacies applicable to older clients.
Objectives
At the end of this course, you will be able to:
- Discussing specific planning requirements for the older client.
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Course Pricing
|
Early Registration Member Fee
Applicable if you are a HSCPA member in good standing and register by July 17, 2024. |
$150.00 |
|---|---|
|
Member Fee
Applicable if you are a HSCPA member in good standing. |
$200.00 |
|
Early Registration Non-Member Fee
Applicable if you are not a HSCPA and register by July 17, 2024. |
$300.00 |
|
Non-Member Fee
Applicable if you are not a HSCPA member. |
$350.00 |
| Your Price | $300.00 |
CPE Choice
Learn more about CPE Choice.
This course does not qualify for CPE Choice.
