Webcast: How to Advise Your Clients on Elder Care

March 13, 2019

Recording | Presentation material

Elder planning sometimes conjures images of complicated health and housing issues, and it presents a critical opportunity for you, as a CPA, to serve the best interest of their clients. In a webcast based on the new Adviser's Guide to Retirement and Elder Planning: Life Transitions, author Jim Sullivan, CPA/PFS tackles the complex topic of elder planning, focusing squarely on the client and their family as he guides the you through the topics that need to be discussed and helps you to understand your client’s point of view. You will learn about:

  • Working with elderly and chronically and terminally ill and their families
  • Deep dive into estate, tax, insurance and other planning issues
  • Related care issues, like housing, receiving care and payment considerations
  • Case studies and examples