Event Date/Time: Sep 26, 2006 End Date/Time: Sep 26, 2006
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Help secure your clients’ financial health in their later years, learn about:

Estate Planning: This session will cover important topics such as non-will documents, powers of attorney, healthcare proxies, titling of assets, do-not-resuscitate orders, and more.

Social Security: Understand key concepts of the Social Security system such as who is eligible, the benefits available under Social Security, how to calculate the amount of
benefits and its impact on retirement planning. Gain an understanding into the history of this program and how it affects your client’s future.

Medicare Part D: Obtain a better understanding of Medicare Part D in order to advise your clients and their family members on the options available, the implications of various choices, and the pitfalls involved.

Long-Term Care Planning Before and After
Learn about current legislative and policy issues affecting New Yorkers and provide some steps, both as individuals and as citizens, to take to best protect individuals.
Understand the impact of the Deficit Reduction Act in transferring assets to quality for Medicaid, plus protecting the home, spousal issues, and the treatment of retirement accounts.
Also, learn about the important issues to consider when advising clients on the need for long-term care insurance, including: essential elements and coverage of long-term care insurance, NYS Partnership Policies, including recent legislative changes, and state and federal tax incentives.

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3 Park Ave, 19th Floor
New York
New York
United States

Additional Information

Course Code: 25275712 CPE Credit Hours: 8 NYSSCPA Member Fee: $300 Nonmember Fee: $400