Estate and Financial Planning for the Older Client (C69654)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

04/21/2026

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 4:42 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Basic

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Describe key elements of estate planning for older clients
  • Identify different types of life insurance and their relevance to elder clients
  • Recognize the nuances of Medicare and its implications for financial planning
  • Discuss Social Security considerations in the context of retirement planning
  • List strategies for Medicaid planning and their interaction with trusts and annuities
  • Explain the use of Roth and other IRAs in financial planning for older clients
  • Discuss estate planning techniques tailored to the specific needs of mature clientsExplore housing and care alternatives for older clients': long-term needs
  • Apply gifting strategies suitable for older clients in estate planning
  • Assess and address the unique challenges and considerations in financial planning for older clients

Speaker(s)

Prerequisites

None