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PRODID://NDCP//503499
BEGIN:VEVENT
DTSTAMP:20260506T014350
VTIMEZONE:America/Chicago
DTSTART:20270126T150000Z
DTEND:20270126T224200Z
UID:503499
SUMMARY:Estate and Financial Planning for the Older Client
LOCATION:Webinar
DESCRIPTION:Estate and Financial Planning for the Older Client\n\n01/26/27 09:00 AM CST\n - 01/26/27 04:42 PM CST\Description:\nEnter 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
 Speakers:Arthur Werner\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Estate and Financial Planning for the Older Client<br /><br />01/26/27 09:00 AM CST - 01/26/27 04:42 PM CST<br />Description:<br /><p>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.</p>

<p>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&#39;ll develop expertise in executing specialized planning requirements for mature clients, ensuring you&#39;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.</p>

<p>*Please Note:&nbsp; 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 <a href="mailto:kori.herrera@acpen.com">kori.herrera@acpen.com</a></p>
<br><b>Speakers:</b><br>Arthur Werner<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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