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Technical

Practical Planning for Aging & Elder Issues Logo aicpa

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  Jim Shambo, Dirk Edwards, Jean-Luc Bourdon |   Free |   AICPA |   03 Jun 2015 |   AICPA.org
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This archived webcast discusses planning challenges and opportunities that arise as clients age.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Foundational
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Non-financial considerations, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Non-financial considerations, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning: Healthcare & housing, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Healthcare & housing, Intermediate

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