The following are continuing education courses offered by Chris Cooper and Company, Inc. The programs listed below are designed to address specific learning objectives for financial planners, CPAs, attorneys, paralegals and social work professionals and can be customized accordingly. For more information or to schedule your group continuing education session, contact us at 800.352.7674 or email Chris Cooper today.
Resolving Legal and Financial Issues in ElderCare
Join Chris Cooper, CFP®, for this one hour session, live or online, as he provides a brief introduction to risk management as it applies to financial and legal issues specific to Elder Care. Learn the fundamentals of a comprehensive assessment from a medical, legal, financial, psychological, social and environmental perspective and understand the basics of conducting a comprehensive assessment. This introductory course also offers beginning instruction on how to design a care plan based on your assessment. This course is NASBA approved for one hour of CPE credit and is intended for CPAs of at least an intermediate level who have a general knowledge of Gerontology concepts. This course can be customized to address specific learning objectives for financial planners, CPAs, attorneys, paralegals and social work professionals.
CPE Credits: 1 Credit
Program Level: Intermediate
Delivery Method: Group Live / Internet Based
Prerequisites: General Knowledge of Gerontology Concepts
Advance Preparation: None
Email Chris Cooper today, for details about scheduling your customized group CE session.
Managing Your Client’s Health Care Risks
Join Chris Cooper, CFP® for this full day workshop as he walks you through how to advise clients on aspects of long-term care planning and need to know the ins and outs of conducting a comprehensive assessment. You will also learn how to design a care plan based on the assessment and specifically how you can help your clients design the appropriate care plan for themselves or their aging family members based on current LTC insurance, Medicare/ Medicaid, Prescription Drug Coverage options. This course is NASBA approved for eight hours of CPE credit and is intended for CPAs of at least an intermediate level who have a general knowledge of Gerontology concepts.
CPE Credits: 8 Credits
Program Level: Intermediate
Delivery Method: Group Live / Internet Based
Prerequisites: General Knowledge of Gerontology Concepts
Advance Preparation: None
This course can be broken up into several 2 hour long programs for convenience or presented as a full day course.
Email Chris Cooper today, for details about scheduling your customized group CE session.
Dealing with Powers of Attorney:
What You Don't Know That Will Harm Your Clients' Health & Wealth
As more and more clients are living longer, many are becoming unable to handle their affairs. Most will rely on Durable Powers of Attorney documents. But many firms are not reviewing these documents, and may be contributing to theft from their clients. Also, when the time comes, will the D.P.O.A. be honored by the financial institution? Join Chris Cooper, CFP®, as he discusses the perils and necessity for uniform language by financial institutions and insurance companies in D.P.O.A., and the need for a uniform D.P.O.A. form. This course is intended for LCSW's, financial planners, attorneys and CPAs of at least an intermediate level who have a general knowledge of Gerontology concepts. This course is customized to address specific learning objectives of its audience.
Email Chris Cooper today, for details about scheduling your customized group CE session.
Payroll Tax Audits and the Misclassified Employee
Details coming soon.
Chris Cooper and Company, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID: 109413). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.
