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Guest(s): Jim Sullivan, CPA/PFS

Category: Technical

In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions:

Why should you offer elder planning services to your clients?
How has elder planning practice changed over the last decade?
How can you help your clients navigate the complexities of elder planning?

You can continue your learning on this topic by attending this

8 reasons why you need to offer elder care financial planning services to your clients

AICPA Personal Financial Planning (PFP)