Retirement Planning and Issues Related to Aging

Originally aired 6/10/14

Seminar recording | Presentation materials

As our clients age, new dimensions of planning challenges and opportunities arise. These planning issues are complicated by rising tax rates, growth in health care costs that outpaces inflation, uncertainty around the Social Security system, and potential cognitive decline, among other issues.

In this webcast, a panel of CPA/PFS credential holders will examine a number of retirement planning issues and strategies as well as considerations for aging clients, including:
  • New research on utilizing rising equity glidepaths for retirement planning
  • Planning strategies and the future of Social Security
  • Long-term care strategies and options
  • Longevity strategies, including Medicare planning
  • The impact of inflation on retirement and health care planning
  • Pragmatic preparation to address estate planning documents, POA issues, trustee resignation, capacity issues, conservatorship
  • Survivor issues