New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
Learning Objectives
• Identify significant developments over the past 12 months in the areas of insurance, investment, retirement, tax, estate, and personal financial planning
• Identify traditional financial planning principles and assess how to implement recent personal financial planning developments into financial plans
Major Topics
• Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care
• Debt management, including mortgages and education financing
• Insurance and investments from a life-planning perspective
• Income tax legislation, cases, and rulings
• Estate and trust planning strategies
