Audio/Web Conference: Is Your Elder Planning Growing Old?
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals 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: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is brought to you by the Society's Retirement Counseling Section
Planning for elder persons and their care used to be relatively simple. Today, the subject has expanded exponentially and extends way beyond making sure the money lasts and grandmother is cared for by whomever she is living with. Expanding, complex healthcare laws and regulations, rising healthcare costs, migrating lifestyles, rapidly expanding lifespans and alternative living arrangements, changes in financial products for funding long-term care, strong negative economic pressures, and increasing legal interest in senior planning malpractice suits are all contributing to the complexity of assisting seniors with planning for their "golden years." Attend this webinar and learn how team-building and new developments in planning can provide additional knowledge for you, your clients and their families based on current changes in this key financial planning area.
Attendees will Learn:
Dale A. Vetter, CLU, ChFC, MSFS, AEP, is president of Vetter & Associates, a comprehensive fee-only financial planning firm in Willingboro, NJ. A past president of the Society's South Jersey Chapter, he was awarded a Life and Honorary Membership in 1993. Nationally, he has served on the Society's Board of Directors, as chair of the national Sections Committee, chair of the Society's Financial Planning Section and has served on numerous committees. He is a member of the Society's national liaison team. Before his early retirement and return to private practice, Vetter held corporate management positions with the Mutual Benefit Life Insurance Company. In 2012 he received the Society's prestigious Kenneth Black, Jr. Leadership Award and is a past Paul Mills Scholarship recipient. Affiliated with the NAEPC, he is a past president of the Estate and Financial Planning Council of Southern New Jersey, Inc. He is also a past chair of the New Jersey Insurance Education Advisory Committee and has served as a director for the Greater Camden Life Underwriters Association.
Nancy M. Rice, Esq., CELA, has over 20 years of legal experience specializing in the areas of wills, trusts, tax and estates. Her practice focuses primarily on resolving the financial planning issues facing the elderly and persons with disabilities. Ms. Rice is a past president of the Estate and Financial Planning Council of Southern New Jersey, a member of the National Academy of Elder Law Attorneys, the American Bar Association, the New Jersey State Bar Association (Elder Law Section), the Pennsylvania Bar Association, and the Camden County Bar Association (serving on the Committee on the Elderly). Ms. Rice is a frequent lecturer on the topics of tax and estate planning and has made presentations to the National Academy of Elder Law Attorneys, the Alzheimer's Association and the Estate and Financial Planning Council, among others.