Advanced Personal Financial Planning Update | 4191033A

Date :
August 15, 2019 8:30 AM - 4:00 PM
Location :
Orange County South
Facility :
Hilton Costa Mesa
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Level of Difficulty :
Update
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00, MCLE 6.50, CFP 8.00, MCLE LS-EP 6.50
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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 areas of insurance, investment, retirement, tax, estate and personal financial planning.

Drawn from recent publications, 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, cover estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Materials are provided as an ebook.

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.

Major Subjects:

  • 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 rulings.
  • Estate and trust planning strategies.

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Update
Field of Interest:
Specialized Knowledge
Prerequisites:

Basic understanding of personal financial planning.

Designed For:

Attorneys, CPAs, CFPs and other financial planners.

Instructors

James Randall Gardner, CFP, CPA, Esq.

Randy Gardner is the head of financial planning for the Horace Mann Companies. Previously, he was a practicing estate planning attorney with Estate Plan, Inc. with offices in Laguna Beach and Irvine. He is a member of the AICPA, and has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies, and Tax Adviser. Gardner is co-author of several books including The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. He is a columnist for and serves on the editorial board of The Journal of Financial Planning. Recognized as Educator of the Year by the Missouri Society of CPAs, Gardner taught for over 30 years as a professor of tax and estate planning and director of the Financial Planning Program at the University of Missouri. He earned his bachelor’s degree from Harvard University; his juris doctor degree and his master’s degree in business administration from the University of Kansas; and his master of laws in taxation from the University of Missouri - Kansas City.

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook