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

Click here to view the full agenda.  Click here to register.