Elder Planning | ENGAGE 2021
The advantage of perspective

Elder Planning (ELP)

Monday, June 8 – Wednesday, June 10

All Access Pass gives you more. Access to all half-day workshops + Monday sessions + online access. The best way to attend ENGAGE 2020 and the best value.

Explore the agenda

Expand your elder planning expertise and increase your preparedness

Aging clients and their families need guidance on areas such as finding and paying for long-term care, financing health care, and ensuring their estate planning documents are up to date. They may also face sudden crises that require major financial decisions to be made quickly. When problems like these arise, clients often turn to the CPAs they know and trust.

It is never too early to start the conversation. Become a better-equipped advisor by learning how you can prepare your aging clients and their families before they face issues.

Three days of engagement


Sessions to get you prepared:

  • What CPAs Must Know About Planning and Legal Documents Aging Clients Need
  • Incorporating Elder Planning into Practice
  • Elder Care & Housing – Options, Resources and Impact on Finances & Family
  • Aging and Long-Term Illness
  • The Quality of Life – 3 Questions Predictive of Future Quality of Life
  • Transitioning to Medicare

Who will be there:

  • CPAs
  • Tax and estate planning attorneys
  • Professionals providing investment, retirement and tax planning services
  • Insurance and risk management professionals
  • Investment advisers
  • CFP® certificate holders
  • CFA charter holders
  • Certified Investment Management Analysts (CIMA)