Planning for Long Term Care

Overview

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management and ways to help plan for long-term care.

Highlights

Planning for Long-Term Care

Objectives

• Understand the latest on planning long-term care for the elderly.
• Learn how to leverage various tools and techniques to serve your clients better.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.