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Advanced Personal Financial Planning Update 2024

Thursday, April 24, 2025
Webcast or Webinar, Online
11:00AM - 6:30 PM (opens at 10:30AM) EST
8Credits

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$299.00 Regular Price
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$399.00 Regular Price
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Course Type: Webcast
Course Code: 25/4124818
Level: Update
Vendor: California CPA Education Foundation
Field of Study: Finance

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.

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

Major Topics:

• 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

Major Topics:

• 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

Designed For:

Attorneys, CPAs, CFPs and other financial planners.

Prerequisites:

Basic understanding of personal financial planning.

 

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