Estate & Financial Planning for the Older Client

Overview

Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate & financial strategies designed specifically for older clients, equipping you with the knowledge & skills to address their unique needs & challenges.

Throughout the course, participants will explore a wide range of topics, From understanding the complexities of Medicare & various life insurance types to navigating Social Security considerations & exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing & care alternatives & address gifting complexities relevant to older clients. By the end of the program, you’ll develop expertise in executing specialized planning requirements for mature clients, ensuring you’re well-prepared to provide informed counsel & support in this important aspect of financial practice. Join us & enhance your knowledge in estate & financial planning for the older client today.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com