Personal Financial Planning Update: General Financial Planning Webinar

Nov 19
11:30 - 1:30 p.m.

Online

2-Other
CPE Credits

Identify the latest financial planning trends in the marketplace and learn how to apply them.
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.
Recognize investment strategies and strategies to evaluate the marketplace.
Determine financial planning issues relevant to Form 1040.
Evaluate educaiton planning options
Evaluate retirement planning strategies
Identify estate planning opportunities and suggest plans of action.

Highlights

Our clients' personal financial planning issues are quickly developing and to keep up is a challenge. There are many new approaches needed in this evolving environment. A part of the CPA's challenge is to help clients stay goal focused while managing expectations.

This course focuses on updating CPAs to the newest changes in personal financial planning as it relates 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