Join Dr. Carolyn McClanahan for the latest on how COVID has affected financial planning projections, emergency planning, insurance planning, estate planning, and the delivery of financial planning services. She will also provide an update on the status of our health care system and upcoming health coverage policies that will affect your clients. At the end of this webcast, you will understand what practices to put in place to best serve your clients going forward in this new normal.
Learning Objectives
Determine the interplay between the financial planning and medical worlds in today’s environment.
Identify how COVID has affected financial planning projections, insurance planning, estate planning, and the delivery of financial planning services.
Distinguish the status of our health care system and upcoming coverage policies that will affect your clients.
Provider
AICPA
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend
CPA, Financial planners, tax professionals, Other qualified professionals
Prerequisites
Basic knowledge of tax compliance and planning concepts
