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Elder and Special Needs Planning
CPE Self-study

Elder and Special Needs Planning

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation and Income Tax Planning and Integration with Other Areas of PFP. This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning.

$63.20 - $99
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

3

Author(s)

Tom Tillery, Susan M. Tillery

Availability

1 year

Learning Outcomes
  • In this course, you will learn to do the following:
  • Identify who is considered a fiduciary under the Investment Advisers Act of 1940.
  • Differentiate among the types of care available to the chronically ill, elderly, or those with special needs.
  • Distinguish between incapacity and incompetency
  • Identify the primary dispositive estate documents.
Key Topics
  • Professional Environment and Non-Financial Factors
  • Financial Decisions, Taxation and Income Tax Planning
  • Integration with Other Areas of PFP, including: Estate Planning, Charitable Planning, Investment Planning, Risk-Management and Insurance, and Retirement Planning
Product Details

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program.

Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint presentation, Tom Tillery will examine professional environment and non-financial factors, financial decisions, taxation and income tax planning and integration with other areas of PFP.

Society has been called upon to care for the widow, the orphan, and the chronically ill. In this narrated PowerPoint presentation, Tom Tillery discusses the role of the personal financial planner with respect to this demographic—to act as the fulcrum, multiplying, focusing and coordinating the efforts of the myriad advisers providing services to the elderly, chronically ill and those with special needs.

This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning.

To apply personal financial planning resources effectively, the personal financial planner must become familiar with the regulatory landscape, as well as the variety of other professional disciplines that have evolved to provide care to this group. The course also covers housing options, Medicare and Medicaid issues, as well as tax planning opportunities for the elderly, chronically ill and those with special needs.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").

Moderator, Tom Tillery Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales.

Notice: Although you may take the courses in this Certificate program in any order, this is the 6th course in the Retirement Certificate series. If you've already taken the other five, when you complete this course, you will have completed the entire course of study for this Certificate, and will be eligible to take the Retirement Certificate exam.

Upon passing the exam, you will receive your Retirement Certificate! If you have not completed the other courses, you may want to consider complementing this course with other topics offered in the Certificate course of study.

Enhanced On-Demand Format

This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

Who Will Benefit
  • CPAs and financial planners with basic knowledge of, and interest in, personal financial planning
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$99.00
AICPA Members
Online
$79.00
PFP Section Members
Online
$63.20

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
3
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
None
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Tom Tillery
MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
"Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and Vice President of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. He also serves on the Board for The National Center for Stewardship and Generosity. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 30 years. Tom and his family reside in Kennesaw, Georgia."
Susan M. Tillery
CPA/PFS, CFP®
"Susan M. Tillery, CPA/PFS, is President & CEO of Paraklete® Financial Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan also is a co-founder and president of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity. Susan has over 30 years of experience in tax, philanthropy and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPAs and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving and Stewardship."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Elder and Special Needs Planning
Select from the following options:
Online
$99.00
Nonmember Price
$99.00
Price excluding sales tax
$99.00
Do you have an AICPA membership? 
Log in to apply your member discount.
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