Financial Planning for Aging Clients
Proactive elder planning positions you to guide clients through aging, care costs, and family dynamics while reinforcing your role as a trusted adviser.
Format
Webcast
Date
Jun 18, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Bob Powell
Availability
3 months
Product Number
WC5346884
CPA/PFS professionals can fold comprehensive elder planning into the financial planning process.
This program covers the aging journey, housing, and care options from in‑home care to CCRCs, assisted living, memory care, and skilled nursing plus cultural competence, caregiver‑crisis issues, and diminished capacity.
It also walks through:
- Key legal and funding considerations
- Medicare vs. Medicaid
- Long‑term care funding
- Government benefits
It also shows how to bring it all together in an elder plan policy statement and a team‑based “elder planning council” approach.
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here
Key Topics
- The elder planning imperative and the adviser “quarterback” role
- Aging process impacts: physical, cognitive, financial and social dimensions
- Housing and care continuum: in-home care, independent/assisted living, memory care, skilled nursing and CCRCs
- Care matrix planning tool: costs, waitlists, qualifications and payer sources
- Cultural competence considerations (including solo agers and LGBTQ+ elders)
- Caregiver crisis, elder fraud, dementia and diminished-capacity protocols
- Medicare vs. Medicaid and long-term care funding strategies (insurance and non-insurance)
- Elder Plan Policy Statement and building an elder planning council
Learning Outcomes
- Distinguish key planning implications of the aging process, including physical, cognitive, financial, and social dimensions.
- Compare housing and care options across the care continuum and describe how tools like a care matrix support proactive decision-making.
- Determine common indicators of caregiver crisis and diminished capacity, and apply practical protocols (e.g., trusted contact and documentation practices) to protect clients.
- Distinguish Medicare from Medicaid for long-term care planning and outline the planning impact of Medicaid eligibility concepts such as spend-down and look-back rules.
- Differentiate long-term care funding strategies (insurance and non-insurance), and draft core components of an Elder Plan Policy Statement and planning-council approach.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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