Advanced Personal Financial Planning Update WEBCAST

Friday, January 15 8:30am - 4:30pm PST

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Your Desk

8 Credits

Member Price $295.00

Non-Member Price $395.00

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 the areas of insurance, investment, retirement, tax, estate, and personal financial planning. Drawn from recent publications and government directives, review the latest financial strategies and planning changes in the areas of 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.

Highlights

Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care. Debt management, including reverse mortgages. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and ruling. Estate and trust planning strategies.

Prerequisites

Basic understanding of personal financial planning.

Designed For

Attorneys, CPAs, CFPs and other financial planners.

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.

Preparation

None.

Notice

None

Leader(s):

Leaders

J. Gardner

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader.

In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs.

Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City.

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Non-Member Price $395.00

Member Price $295.00