AICPA to host free webinar for personal financial planners on aging and elder issues

The AICPA is hosting a free webinar to guide financial planners on practical planning ideas for dealing with the unique challenges facing their elderly clients. The webinar will be held on Wednesday June 3, from 1:00 – 2:15 EST.

Providing financial planning services to aging and elderly clients requires a unique approach, which is further complicated by rising tax rates, growth in health care costs, potential cognitive decline, and complex Medicare and long-term care considerations. With Americans aged 65 and up representing the largest portion of the population, according to the US Census, it’s crucial that financial planners stay informed and up to date on best practices for elder planning issues.

The webinar will see a panel of CPA/PFS credential holders will provide insight for planners advising elderly clients on issues such as managing insurance, tax brackets, cash flows, documents and directives, accounting for healthcare costs and longevity when creating retirement projections and withdrawal strategies, eldercare resources and much more.

The panel will include

• James Shambo, president, Lifetime Planning Concepts, (Moderator)
• Jean-Luc Bourdon, principal, BrightPath Wealth Planning LLC
• Dirk Edwards, Edwards Consulting, LLC

To register for the webinar, head to the event's site here.