Webcast: Financial Planning: The Roaring 20s!
Description
Today financial planning is very different from the profession and advice of the past. To put it into perspective from a prior TV commercial, "this is not your father's Oldsmobile!". The main reason is for this is that our world is changing rapidly - post COVID - and we need to figure out "the secrets" of how to maintain our edge in the future on the advice we render. This is no small task or straight shot for ourselves or our clients. As a result, immediate changes will need to be made to our practice and involvement with our clients to manage during the new norm. You'll learn the "Rattiner's Secrets of Financial Planning", as discussed in Jeff's newest book from Wiley, which he will cover what you need to know to reach your ultimate success during the Roaring 2020s. The emphasizes will capture the running of your planning practice to the optimization of your client's experiences in order to dispense appropriate financial planning advice.
Location
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617
Registration Time
8:30am