May 24, 2022 8:00am – 10:00am Map & Directions 602-252-4144

Webcast: Financial Planning - Rattiner's Secrets for Success for the New Norm-The Roaring 20s!

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

Description

We all know what we would like to do and achieve, but how realistic are those expectations? Are your clients' goals and objectives truly attainable? Do you feel like you can help your clients accomplish their financial planning goals? This session focuses on developing real-world applications in a whole new era-The Roaring 20s. Similar comparisons have been made to the Roaring 20s of the last century, the financial game may change positively and negatively during the decade and it is more important than ever to help us relay the importance for our clients to stay focused.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

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 newly crowned Roaring 20s setting, by identifying, evaluating, and providing recommendations in this new environment and 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

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, financial planners, and industry professionals representing banking, business & industry, consulting and education.

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

Basic understanding of financial issues.

Related Courses