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DTSTAMP:20260518T023825Z
DTSTART:20270205T170000Z
DTEND:20270206T004200Z
SUMMARY: Estate & Financial Planning for the Older Client
DESCRIPTION: 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\n  
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