[WEB] Estate and Financial Strategies for the Mature Client

Course Details

Date

Friday, July 26, 2024

8:30am – 12:00pm
(Registration: 8:30am)

Course Number

OLDX

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

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.

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