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Webinar(CA): ADVI$OR: Personal Financial Planning Virtual Conference

Description

Join CalCPA on January 22 for their inaugural Advi$or: Personal Financial Planning Virtual Conference, where they’ll cover the impact of the election, COVID-19 and natural disasters on the PFP industry. Additional topics include: • Communicating with Clients in a Virtual World • Eldercare Issues and Longevity Planning • Generational Impact on Clients and Succession • And more!

Learning Objectives

Understand the latest on regulatory requirements, investment strategies and theories in a changing environment. Learn how to leverage various tools and techniques to better serve your clients.

Major Topics
  • Major Subjects:
    Environmental Social Governance (ESG) Investing Dealing with Retirement Plans Estate Planning After the Election Opportunity Zone Investments and Associated Tax Benefits Communicating with Clients in a Virtual World Eldercare Issues and Longevity Planning Generational Impact on Clients and Succession
Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
TBD
Who Should Attend

CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.

Prerequisites

Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.

Advanced Preparation

None

Location
Webinar
Event Information
When
Jan 22, 2021
9:00 am - 4:40 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$345.00

NON-MEMBER


$ (% off)
$455.00
Become A Member

Register for this Event

Webinar(CA): ADVI$OR: Personal Financial Planning Virtual Conference


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