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ADVISING AGING CLIENTS: A CONSULTANT'S GUIDE-Download Version

Older clients tend to have unique concerns. For example, they may want to address their potential longevity/financial resources, tax-efficient gifting, their estates and more.

Course Highlights:

  • Identify lifetime gifting techniques.
  • Identify long-term care considerations.
  • Discuss asset protection.
  • Discuss wills and probate.
  • Identify elderly financial abuse.

This course will allow you to become knowledgeable in those areas of most concern to today's older clients.

Course Prerequisite: None
Course Level: Basic
Field of Study: Specialized Knowledge
Course Format: Downloadable Text

Recommended CPE Credit: 8 hours



 Course No.PriceQuantity
Course and Exam
PDFACG $ 75
Additional Exams Only
PDFACGX $ 25


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