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Live Webcast Replay

2024 Estate and Financial Planning for the Older Client

Total Credits: 8 including 8 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  Tax
Arthur Werner
Course Levels:
8 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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.

Basic Course Information

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 Subjects
  • 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

Course Materials


Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.

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.


Tue, Aug 13, 2024 - 11:00am to 06:42pm EDT
Mon, Aug 26, 2024 - 12:00pm to 07:42pm EDT
Thu, Sep 12, 2024 - 09:00am to 04:42pm EDT
Mon, Sep 23, 2024 - 10:00am to 05:42pm EDT
Wed, Oct 09, 2024 - 11:00am to 06:42pm EDT
Mon, Oct 21, 2024 - 12:00pm to 07:42pm EDT
Mon, Nov 11, 2024 - 09:00am to 04:42pm EST
Fri, Nov 22, 2024 - 10:00am to 05:42pm EST
Fri, Dec 06, 2024 - 11:00am to 06:42pm EST
Sat, Dec 14, 2024 - 12:00pm to 07:42pm EST
Tue, Dec 24, 2024 - 09:00am to 04:42pm EST
Mon, Jan 13, 2025 - 10:00am to 05:42pm EST
Sat, Jan 25, 2025 - 11:00am to 06:42pm EST
Mon, Feb 10, 2025 - 12:00pm to 07:42pm EST
Wed, Feb 19, 2025 - 09:00am to 04:42pm EST
Tue, Mar 04, 2025 - 10:00am to 05:42pm EST
Thu, Mar 20, 2025 - 11:00am to 06:42pm EDT
Wed, Apr 09, 2025 - 12:00pm to 07:42pm EDT
Thu, Apr 24, 2025 - 09:00am to 04:42pm EDT
Fri, May 02, 2025 - 10:00am to 05:42pm EDT
Thu, Jun 05, 2025 - 12:00pm to 07:42pm EDT
Fri, Jun 20, 2025 - 09:00am to 04:42pm EDT
Mon, Jun 30, 2025 - 10:00am to 05:42pm EDT
Sun, May 24, 2026 - 11:00am to 06:42pm EDT

Additional Info

Basic Course Information



Advanced Preparation None
Designed For

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

Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.8

Total Reviews: 6