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Technical

Meeting the financial planning challenges of the future Logo aicpa

  Courtney L. Vien |   Free |   AICPA |   01 Sep 2015 |   Journal of Accountancy

In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.

Topics covered:
  • Tax: Technical: Practice management & professional standards, Foundational
  • Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Foundational
  • Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Foundational
  • Personal financial planning: Technical: Retirement planning, Foundational
  • Personal financial planning: Technical: Practice management & professional standards, Foundational

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