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AICPA Personal Financial Planning (PFP)

Jan 30, 2019

Guest(s): Jim Sullivan, CPA/PFS

Category: Technical

In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions:

  • Why should you offer elder planning services to your clients?
  • How has elder planning practice changed over the last decade?
  • How can you help your clients navigate the complexities of elder planning?

You can continue your learning on this topic by attending this webcast taking place next week (eligible for discounted CPE).  Also, stay tuned for the upcoming release of a new guide on this topic which will be part of The Adviser’s Guide to Retirement and Elder Planning series.  Stay in the loop with all PFP podcasts by subscribing to our channel on iTunes or Pod-o-Matic.