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The ISCPA office will close at 2 p.m. on Nov. 27 and will be closed Nov. 28-29 for the Thanksgiving holiday. For questions on CPE access during our short break, refer to your email confirmation or the webcast resources page.

Advanced Personal Financial Planning Update 2024

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Webinar

8.00 Credits

Member Price $299.00

Non-Member Price $399.00

Overview

New personal financial planning strategies are emerging due to evolving personal goals in rough economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Highlights

  • Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care
  • Debt management, including reverse mortgages and education financing
  • Insurance and investments from a life-planning perspective
  • Income tax legislation, cases, and rulings
  • Estate and trust planning strategies

Prerequisites

Basic understanding of personal financial planning.

Designed For

Attorneys, CPAs, CFPs and other financial planners.

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

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).

Leader(s):

Leader Bios

J. Randy Gardner

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City 4/06

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Non-Member Price $399.00

Member Price $299.00

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