Mobile Edition

Advanced Personal Financial Planning Update (4171033B)

Date:Monday, December 18, 2017
Time:11:30AM - 7:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Randy Gardner
Vendor:California CPA Education Foundation
Course Level:Update
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


New personal financial planning strategies are continually emerging in response to evolving personal goals in turbulent economic and legal environments. Drawn from recent publications, review the latest financial strategies and planning changes in the areas of financial planning; insurance; investments selection and management; retirement, including Social Security and Medicare. Additionally, cover estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

  • 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.

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

Who Should Attend:

CPAs, attorneys, CFPs and other financial planners.

Basic understanding of personal financial planning.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.