Financial Planning Strategies for Life Wealth Cycles | 4194088G

Date :
February 14, 2020 6:00 AM - 1:30 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (under 40, 40–55, and 55+). It will provide ideas on effectively considering what goals are important to clients and providing tools to attain those goals. The program will consider various areas risk which can derail even the best designed plans. Special strategies for providing college education opportunities to children and grandchildren, protecting family assets and business interests, and efficiently utilizing an individual’s Basic Exclusion Amount will be discussed. Special consideration will be given to understanding Social Security, qualified retirement plans, long-term care insurance, and estate tax elections. Most CPAs grow older with their most valued clients. This program will provide focused planning information for all of those very different periods in a client’s life.


Participants will be able to: • Incorporate an update on the latest tax developments, rules, and regulations affecting financial planning strategies
• Guide clients in setting realistic financial goals
• Understand the basics and a few “secrets” of Social Security
• Differentiate among the different phases of life
• Assess the various present in a client’s and provide strategies for avoiding them
• Get the most our contributions to and distributions from a qualified retirement plan
• Assist clients in transferring assets efficiently
• Assist clients in preparing pre-marital and succession planning agreements

Major Subjects:

•    Income tax planning, • Wealth transfer
• Investment planning, • Retirement planning
• Insurance and risk management

Advanced Prep:


Misc. Information:

Level of Difficulty:
Field of Interest:
General personal financial planning knowledge
Designed For:
CPAs in public practice and CPAs, accountants, and financial professionals in industry seeking an update on the latest developments affecting personal financial planning.


No Instructors listed.


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