Presentation material
Elder planning sometimes conjures images of complicated health and housing issues, and it presents a critical opportunity for you, as a CPA, to serve the best interest of their clients. In a webcast based on the new Adviser's Guide to Retirement and Elder Planning: Life Transitions, author Jim Sullivan, CPA/PFS tackles the complex topic of elder planning, focusing squarely on the client and their family as he guides the you through the topics that need to be discussed