Estate and Financial Planning for the Older Client
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 40
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 8 Hours
- License:
- Expires 30 day(s) after program date.
Description
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges.
Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and 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 and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and 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 and submit to kori.herrera@acpen.com
Basic Course Information
Learning Objectives- 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
Major Subjects
- Medicare and Health Insurance Options
- Life Insurance Strategies for Elders
- Social Security Planning Considerations
- Medicaid Planning and Trusts
- Retirement Account Optimization Techniques
- Tailored Estate Planning for Older Clients
- Long-Term Care and Housing Alternatives
- Gifting Strategies in Estate Planning
- Unique Financial Challenges of Aging Clients
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| 2024 Estate and Financial Planning for the Older Client Handout (1.9 MB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | Available after Purchase | ||
Faculty
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Dates
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Fri, May 02, 2025 - 10:00am to 05:42pm EDT
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Sat, May 24, 2025 - 11:00am to 06:42pm EDT
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Thu, Jun 05, 2025 - 12:00pm to 07:42pm EDT
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Fri, Jun 20, 2025 - 09:00am to 04:42pm EDT
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Mon, Jun 30, 2025 - 10:00am to 05:42pm EDT
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Wed, Jul 02, 2025 - 11:00am to 06:42pm EDT
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Mon, Jul 21, 2025 - 10:00am to 05:42pm EDT
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Thu, Aug 21, 2025 - 10:00am to 05:42pm EDT
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Tue, Sep 02, 2025 - 11:00am to 06:42pm EDT
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Tue, Sep 16, 2025 - 10:00am to 05:42pm EDT
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Tue, Oct 21, 2025 - 10:00am to 05:42pm EDT
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Wed, Nov 05, 2025 - 11:00am to 06:42pm EST
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Fri, Nov 21, 2025 - 10:00am to 05:42pm EST
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Tue, Dec 16, 2025 - 10:00am to 05:42pm EST
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Fri, Jan 02, 2026 - 11:00am to 06:42pm EST
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Wed, Jan 21, 2026 - 10:00am to 05:42pm EST
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Sat, Feb 21, 2026 - 10:00am to 05:42pm EST
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Mon, Mar 02, 2026 - 11:00am to 06:42pm EST
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Sat, Mar 21, 2026 - 10:00am to 05:42pm EDT
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Tue, Apr 21, 2026 - 10:00am to 05:42pm EDT
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Sat, May 02, 2026 - 11:00am to 06:42pm EDT
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Thu, May 21, 2026 - 10:00am to 05:42pm EDT
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Thu, Jun 18, 2026 - 10:00am to 05:42pm EDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation None
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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