This webcast session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.

The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The Elder, Special Needs and Chronic Illness Planning addresses the needs of elderly clients or clients who have special needs. Types of care, housing decisions, personal finances and healthcare choices are addressed.