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Financial Advice in the Age of COVID

  • 03/16/2021
  • 12:00 PM - 1:45 PM
  • WEBINAR AICPA

Registration


Register
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.

    Topics Discussed: 

    *Financial planning projections, emergency planning, insurance planning, and estate planning

    *The status of the health care system and what that means for your clients

    Level: Intermediate

    Instructor: Carolyn McClanahan

    Developer: AICPA

    CPE Credits: 2

    Area of Study: Specialized Knowledge

    Prerequisite:  Basic knowledge of tax compliance and planning concepts

    Who Should Attend: CPA, Financial planners, tax professionals, Other qualified professionals




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    Suite 500
    Grand Forks, ND 58201

    Contact Us: 

     (701) 775-7111
    or (877) 637-2727
    Email: info@ndcpas.org

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