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Technical

Practical Planning for Aging & Elder Issues

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Jim Shambo, Dirk Edwards, Jean-Luc Bourdon | Free | AICPA | 03 Jun 2015 | AICPA.org

Process, taxation & strategies
Foundational
Webcast

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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

Technical

Practical Planning for Aging & Elder Issues

Comments/Reflections

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