Eldercare planning is an important component in preparing for retirement, especially since people are living longer and retiring later. This bootcamp is designed to weigh considerations in planning for eldercare including all it entails. 

• Discuss the basics of eldercare planning.
• Compare strategies for different types of mental impairment.
• Analyze the CPA role in setting up guardianships or conservatorships.

Looking for extra flexibility? You can attend the program virtually, instead. Click here for details on the virtual option.

Program Agenda

8:00 AM – 8:05 AM
Welcome & Announcements

8:05 AM – 9:20 AM
Eldercare Planning 101 (CFP Credit)
People are living longer now than ever before, making eldercare planning even more important. Explore the foundation of eldercare planning, including steps for assessing client needs, family dynamics and the potential for secondary gain. Plus, get tips for conducting meetings both in-person and virtually.
Sanford J. Mall, JD, CELA, CAP – Founder and Senior Partner, Mall Malisow & Cooney, PC, Farmington Hills

9:30 AM – 10:20 AM
Waning Mental Capacity: Empathetic Strategies (CFP Credit)
When a client begins showing signs of waning mental capacity, it can be difficult to determine what the correct approach should be. Increase your understanding of mental impairments, from dementia to psychiatric issues, and discuss empathetic strategies for determining if a client has the necessary capacity to make important financial decisions.
Sandra D. Adams, CFP – Lead Financial Planner, Center for Financial Planning, Inc., Southfield
Dr. Peter Lichtenberg, Ph.D., ABPP – Director, Wayne State University Institute of Gerontology, Detroit

10:30 AM – 11:45 AM
Strategies for Incapacity Planning (CFP Credit)
Planning for mental incapacity is an important consideration when it comes to eldercare. Evaluate the components of incapacity planning, from guardianship and different powers of attorney to trusts and choice of fiduciaries.
Matthew M. Wallace, CPA, JD – Estate Planning and Elder Law Attorney, Wallace Law Firm, PC, Port Huron

11:45 AM
Program Adjournment

PRICING DETAILS
Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through May 9: $115 MICPA Members/ $190 Non-Members 
May 10 - May 23: $125 MICPA Members/ $200 Non-Members
May 24 - June 6: $135 MICPA Members/ $210 Non-Members