November 28, 2023


8 Total CPE Credits


Webinar (CA): Advanced Personal Financial Planning Update 2023

  • Instructor

    James Gardner

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 reverse mortgages and education financing
• Insurance and investments from a life-planning perspective
• Income tax legislation, cases, and rulings
• Estate and trust planning strategies

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Update


Basic understanding of personal financial planning.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Attorneys, CPAs, CFPs and other financial planners.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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