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Advanced Personal Financial Planning Update Webinar


Jan. 20
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $245 | Nonmember: $345

 More Information

Course No.
Basic understanding of personal financial planning.


  • Identify significant developments over the past 12 months in the areas of insurance, investment, retirement, tax, estate, and personal financial planning.
  • Identify traditional financial planning principles and assess how to implement recent personal financial planning developments into financial plans.


New personal financial planning strategies are regularly emerging due to evolving personal goals in rough economic and legal environments. Review developments from the past year in areas of insurance, investment, retirement, tax, estate, and personal financial planning.

Drawn from recent publications, review the latest financial strategies and planning changes in the areas of financial planning; insurance; investments selection and management; and retirement, including Social Security and Medicare. Additionally, cover estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.

Materials are provided as an ebook.


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