Our clients’ personal financial planning issues are quickly developing. Keeping up is a challenge. Many new approaches are needed in this evolving environment. Part of the CPA’s challenge is to help clients stay focused on goals while managing expectations.
We’ll update CPAs on the newest changes in personal financial planning as they relate to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Discuss critical topics, including planning for education, divorce, charitable, special circumstances, business owners and highly compensated executives.
Formerly titled: Personal Financial Planning Update: General Financial Planning Update
Identify the latest financial planning trends in the marketplace and learn how to apply them.
Learn how this decade will work differently for clients than the previous one.
Determine how to incorporate the personal financial planning process as part of the client’s emotional and financial life cycle
Determine when to evaluate insurance concerns and provide practical recommendations.
Learn which education savings plans make the most sense for the client.
Recognize investment strategies and strategies to evaluate the marketplace.
Determine financial planning issues relevant to Form 1040.
Evaluate retirement planning strategies for saving and investing.
Identify estate planning opportunities and suggest plans of action.
Personal financial planning process
Cash flow management
Insurance, investment, income tax, education, retirement and estate planning
Understanding client issues, diagnosing client exposures, and determining client solutions
Closely held business owner strategies
CPAs and financial planning professionals.
Knowledge or experience working on basic financial planning strategies.