This program is designed to provide CPAs and finance professionals with a framework to evaluate a financial plan in today’s economic and investing environment. After providing a brief economic update, this program will cover key areas of a personal financial plan that will allow one to evaluate whether changes are required to their: 1) current income strategy in retirement, 2) investment strategy, and 3) retirement portfolio withdrawal plan. Key areas addressed in this presentation will include social security claiming strategy, income and estate tax minimization, Roth conversion strategy, investing and portfolio management, and basic estate planning considerations.
Understand today’s economic and investing environment.
• To review the key areas of a personal financial plan
• To evaluate when and how changes should be made to one’s financial plan
All CPAs and finance professionals.