Senior Care Planning


This course provides a comprehensive study of the financial needs, goals, products, and plans for today's senior consumers. It is written for CPAs and other financial advisors to show how they can help their senior clients plan for a financially secure and rewarding retirement supported by appropriate and suitable financial products. The course covers the unique needs of senior clients and the specific areas that are of concern to them--income planning, health care planning, estate distribution, final needs planning--as well as the tools, techniques, and products that can be used to meet these needs.

Learning Objectives

Upon conclusion of this course, students will be able to:

  • recognize the characteristics of today's retirees and their retirement income planning goals
  • recall rules related to required minimum distributions from qualified plans and individual retirement accounts
  • identify the benefits and limitations of Social Security
  • recognize how life insurance and annuities can provide supplemental income and lifetime benefits
  • recall the importance of Medicare, Medicaid, Medicare supplement insurance, and long-term care insurance
  • identify goals of estate planning
  • recognize methods used to prepay funeral arrangements
  • recall CPAs' and other financial professionals' ethical duties when working with senior clients

Designed For

CPAs and other advisors who serve clients with financial and other practical planning for retirement. The course is also useful for professionals intending to enter into this market or who otherwise wish to understand the different elements relevant for senior needs planning.
WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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