November 9, 2026

Webcast Replay

NASBA 8

Estate and Financial Planning for the Retired Client

November 9, 2026
Webcast Replay
NASBA 8

Estate and Financial Planning for the Retired Client

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    Instructor

    Arthur
    Werner

    View Bio

    Mr. Arthur Werner

    Bio
    Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award. Email: art.werner@werner-rocca.com
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com

Learning Objectives

Describe key elements of estate planning for older clients Identify different types of life insurance and their relevance to elder clients Recognize the nuances of Medicare and its implications for financial planning Discuss Social Security considerations in the context of retirement planning List strategies for Medicaid planning and their interaction with trusts and annuities Explain the use of Roth and other IRAs in financial planning for older clients Discuss estate planning techniques tailored to the specific needs of mature clientsExplore housing and care alternatives for older clients' long-term needs Apply gifting strategies suitable for older clients in estate planning Assess and address the unique challenges and considerations in financial planning for older clients

Major Topics

Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients

CPE Credits Available

NASBA 8
8
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxes

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Provider

ACPEN/BPN Inc.

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