Our offices will be closed Monday, May 28th, in observance of Memorial Day. Technical Support will be available via email at ​kfeducation@kaplan.com during business hours. We look forward to serving you when we return Tuesday, May 29th. 

Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Financial Planning Strategies for Life Wealth Cycles (FPWC)

8-Hour Program

WHY ATTEND THIS COURSE? 

There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (under 40, 40–55, and 55+). It will provide ideas on effectively considering what goals are important to clients and providing tools to attain those goals. The program will consider various areas risk which can derail even the best designed plans. Special strategies for providing college education opportunities to children and grandchildren, protecting family assets and business interests, and efficiently utilizing an individual’s Basic Exclusion Amount will be discussed. Special consideration will be given to understanding Social Security, qualified retirement plans, long-term care insurance, and estate tax elections. Most CPAs grow older with their most valued clients. This program will provide focused planning information for all of those very different periods in a client’s life.

DESIGNED FOR...

CPAs in public practice and industry seeking an update on the latest developments affecting personal financial planning. May also be suitable for public practice.

OBJECTIVE

Participants will be able to:

  • Incorporate an update on the latest tax developments, rules, and regulations affecting financial planning strategies
  • Guide clients in setting realistic financial goals
  • Understand the basics and a few “secrets” of Social Security
  • Differentiate among the different phases of life
  • Assess the various present in a client’s and provide strategies for avoiding them
  • Get the most our contributions to and distributions from a qualified retirement plan
  • Assist clients in transferring assets efficiently
  • Assist clients in preparing pre-marital and succession planning agreements

MAJOR SUBJECTS

  • Income tax planning
  • Wealth transfer
  • Investment planning
  • Retirement planning
  • Insurance and risk management

COURSE ACRONYM: FPWC

PRESENTATION METHOD: Group-live

LEVEL OF KNOWLEDGE: Basic/Intermediate

PREREQUISITES:

  • None

ADVANCE PREPARATION: None

FIELD OF STUDY: Taxes

RECOMMENDED CPE CREDIT: 8 hours


CPE Sponsor icon

SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.