Jeff Yussman to present at the Kentucky Society of CPAs Conference, "CPAs & Seniors"
December 08, 2015
7:30 a.m. - 4:10 p.m.
Gratzer Education Center
1735 Alliant Avenue
Louisville, KY 40299
Jeff Yussman, member of the Firm's Trusts, Estates & Personal Planning Service Team, will be presenting at the Kentucky Society of CPAs conference, "CPAs & Seniors." He will be speaking on the topic "Special Needs Trust Planning for Families."
Other topics include:
- What to expect with aging clients and their health
- VA, Medicare, Medicaid
- Estate planning for seniors
- Guardianships, powers of attorney, elder mediation
- Using your business forecasting skills for individual and family life planning
- Building a nice market with older clients
- Social Security planning