Webinar(CA): Personal Financial Planning Update: General Financial Planning

Description

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

Learning Objectives

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.

Major Topics

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

Provider
California CPA Education Foundation
Course Level
Update
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs and financial planning professionals.

Instructor(s)
Jeffrey Rattiner
Prerequisites

Knowledge or experience working on basic financial planning strategies.

Advanced Preparation

None

Location
Webinar
Register Now
When
Nov 10, 2020
11:30 am - 1:30 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar
Instructor
Jeffrey Rattiner

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$75.00

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$101.00
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Webinar(CA): Personal Financial Planning Update: General Financial Planning


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