Incapacity planning is examined for practitioners looking to support clients as they navigate planning for this sensitive and challenging area of risk.
Learning Objectives
- Learning Outcomes
- Determine the standards that apply to AICPA members performing personal financial planning engagements.
- Identify the elements that comprise the financial independence process.
- Calculate the annual spending goal for financial independence.
- Differentiate among the various types of personal financial planning engagements for financial independence.
