About Our Speaker(s)
Arthur Werner

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Attorneys, Insurance Agents, and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Elder Care Issues for 2016 and Beyond (CDPN63D)

Event Information
Product Format
Pre-recorded Webinar
Arthur Werner
100 minutes
Event Description

Complying with the Requirements When Financial Planning for Elder Clients

There are a lot of problems when it comes to elder planning. The range is vast, and the subject is specific.

This session by expert speaker Arthur Werner explains the problems a practitioner might encounter in estate and financial planning for elder clients, by providing a fresh outlook to them and helping them carry out those plans.

The session will equip the practitioner by providing a comprehensive understanding of the specific requirements needed when you’re planning for elder clients. You will also get guidance which will help you assist elder clients in dealing with retirement issues. Also, you will be able to deal with complex estate issues that is specific to your elder clients. The webinar will also update you on health care issues stemming from Medicare and the Affordable Care Act.

Session Highlights:

  • Understanding specific planning needs for elder clients
  • Assisting an elder client in dealing with retirement issues
  • How to deal with complex estate issues specific to the elder client
  • Healthcare issues stemming from Medicare and the Affordable Care Act
  • Understanding health care issues
  • Types of life insurance and the issues specific to the insured elder
  • Understanding Social Security issues
  • Medicaid planning and its implications with trusts, insurance, and annuities
  • Retirement distribution planning
  • Special estate planning issues for the older client
  • Gifting issues for the older client

Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers


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