Financial Planning for Senior Clients#295724

Course Description

Publication/Revision Date: 5/13/2022

This course addresses the myriad of issues that must be considered when advising older clients. The course examines financial, tax, insurance, and estate planning considerations, and it provides guidance on healthcare choices including Medicare and Medicaid and housing options, such as assisted living and long-term care. The course also addresses issues related to employment, such as the timing of retirement, when to claim social security benefits, and tax issues around IRAs and 401ks. Also covered are issues related to COVID 19 and recent laws, such as the required minimum distribution changes and other effects of the Secure Act and the CARES Act.

Case studies provide examples of the issues that retirees and their families face and how a financial planner can address them.