February 4, 2022 9:00am – 12:30pm Map & Directions 602-252-4144

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

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Specialized Knowledge
4

Objectives

  • Find out what leading practitioners in our profession say where we are and where we are going and why during this post-COVID era.
  • Learn how to structure your practice to cover all of the financial planning bases.
  • Determine well-thought-out financial plans for your clients.
  • Determine how your clients can best manage their cash flow and budgeting during the New Norm.
  • Determine how to assess and provide specific planning advice on the "newly defined retirement"
  • Explore the "real" critical aspects of estate planning and where the focus should be.

Course Level

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Financial Advisors.

Prerequisites

Basic understanding of financial issues.

Highlights

  • Cash Flow Management and Budgeting
  • Insurance
  • Investments
  • Education
  • Income tax
  • Retirement
  • Estate Planning
  • Closely-Held Business Owners
  • Marriage, Cohabitation and Divorce.

Notes

Manager/Senior Manager; Director; Sole Practitioner

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