February 11, 2022 9:00am – 12:30pm Map & Directions 602-252-4144

Webcast: Financial Planning: Technical Issues in the New Norm

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

The financial planning process is the gateway towards building successful client relationships. In fact, the planning process ties back to everything client-related that we do and within all of the various disciplines of financial planning. We all know what we'd like to do. But are those goals really are those expectations? Are your client's goals truly attainable? What are the realities during this new norm you encounter when trying to help your clients sort through and prioritize what is important to them? Do you feel you can help your clients accomplish their financial planning goals? This session focuses on developing real-world "Trends for this New Norm"

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

  • Determine how to gain your client's attention and trust in identifying, evaluating and recommending for client issues encountered in the "new norm".
  • Learn how to distinguish the financial planning realities of your clients.
  • Understand the financial exposures clients need to address in order to tie back to their objectives.
  • Gain an understanding of how to reach out and acquire client information to develop well-thought out practical solutions.
  • Learn how to develop a process on how to derive solutions to complicated financial issues.

Course Level

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Financial Advisors.

Prerequisites

None.

Highlights

  • Financial Planning
  • Cash Flow Management and Budgeting
  • Insurance
  • Investing
  • Income Tax
  • Education
  • Retirement
  • Estate Planning.

Notes

Manager/Senior Manager; Director; Executive/VP; Sole Practitioner

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