Elder Planning 

    Do you have older clients with concerns about Social Security, financing health care, outliving their retirement funds, estate planning and maintaining their independent lifestyle?  Learn more about the financial issues that impact the decisions your clients approaching age 65 and beyond will be making. 

    Thousands of Baby Boomers are turning 65 every day.  More and more of your clients will be faced with these issues.
       

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    Retirement Healthcare

    Overview Resources for CPAs on retirement healthcare including a CPA guide and links to other resources.
    Published on April 11, 2014

    Social Security Planning

    Guide Are you aware of the planning needs associated with Social Security?  Learn more about how the Social Security program affects the decisions that clients need to make.
    Published on April 11, 2014

    Elder Planning Services Useful Web Site Links and Resources

    Overview The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
    Published on February 04, 2014

    Getting Started in Elder Planning Services

    Article Read more about researching your market, marketing your services, and developing a successful practice in elder planning.
    Published on July 18, 2013

    Financial Decisions Guide - Elder Planning

    Guide Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
    Published on May 30, 2013

    Financial Decisions Guide (Customizable)

    Guide A customizable guide to financial decisions that need to be made as an end-of-life plan is developed and implemented.
    Published on May 17, 2013

    Financial Decisions Guide

    Guide A guide to financial decisions that need to be made as an end-of-life plan is developed and implemented.
    Published on May 17, 2013

    The CPAs Guide to Social Security Planning

    Guide A practical guide for CPAs as they help their clients make decisions about Social Security. You will find plainly stated information, with references to Social Security Administration publications for more details.
    Published on February 04, 2013

    The CPAs Guide to Social Security Planning (Excerpt)

    Overview Enjoy an excerpt from The CPA's Guide to Social Security Planning.  The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members.
    Published on February 04, 2013

    CPA Guide to Financing Retirement Healthcare

    Guide A planning tool for CPAs as they discuss the financial side of retirement healthcare with their clients, including Medicare and long-term care options.
    Published on January 31, 2013

    Excerpt - CPAs Guide to Financing Retirement Healthcare

    Overview An excerpt of the new guide for CPA as they discuss financial retirement healthcare issues including Medicare and long-term care options.
    Published on January 31, 2013

    Elder Planning

    Video Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients.
    Published on January 15, 2013

    Why One Firm Decided to Offer Elder Planning Services

    Article In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice.
    Published on January 15, 2013

    Elder Planning Glossary

    Glossary Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
    Published on January 15, 2013

    Forefield Advisor Client Education

    Article View a sample of how Forefield Advisor can be personalized and customized to communicate with your clients for a discussion on Medicare.
    Published on October 26, 2012

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