Elder Planning and Life Transitions after Retirement

CPA planners are in the business of helping clients address life transitions, whether it is joining the workforce, starting a business, starting a family, planning for college, or making the decision on when to retire.  These transitions do not stop at retirement.  Elder planning sometimes conjures images of complicated health and housing issues that CPAs are not as equipped to address. But if we break them down into the different types of transitions and decisions, it becomes clear that the skills and knowledge brought by the CPA planner complement other professionals to best serve their clients.

The AICPA Personal Financial Planning Division assembled both CPA and non-CPA thought leaders to provide resources throughout 2016 on these transitions after retirement to help our members better address these needs with their clients.


Practice Management and Client Relationships

Elder Fraud and Financial Abuse

General Financial Planning Topics

Housing Decisions


Other Resources

We give special thanks to the CPA planners that have contributed their expertise to the panel discussion on addressing life transitions after retirement; providing valuable insights and creating resulting deliverables throughout the year: Lyle Benson, CPA/PFS, Clark Blackman II, CPA/PFS, Brad Breeding, Jean-Luc Bourdon, CPA/PFS, Gina Chironis, CPA/PFS, Dirk Edwards, CPA/PFS, Elizabeth Forspan, Esq., Sid Kess, CPA, Vicky Kind, Steven Melnik, Carolyn McClanahan, MD, CFP, Scott Pelfrey, CPA/PFS, Ted Sarenski, CPA/PFS, Jim Shambo, CPA/PFS, Scott Sprinkle, CPA/PFS, Tom Trainor, CPA, and Mike Velazquez, CPA/PFS