20WC-0281: Personal Financial Planning Update: General Financial Planning (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Thursday, July 23, 2020
12:30pm - 2:30pm Central Time
2 CPE (2 technical) | 2 CFP
Our clients' personal financial planning issues are quickly developing. Keeping up is a challenge. Many new approaches are needed in this evolving environment. Part of the CPA's challenge is to help clients stay focused on goals while managing expectations.We'll update CPAs on the newest changes in personal financial planning as they relate to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Discuss critical topics, including planning for education, divorce, charitable, special circumstances, business owners and highly compensated executives.Formerly titled: Personal Financial Planning Update: General Financial Planning Update
Major subjects
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Personal financial planning process
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Cash flow management
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Insurance, investment, income tax, education, retirement and estate planning
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Understanding client issues, diagnosing client exposures, and determining client solutions
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Closely held business owner strategies
Learning objective(s)
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Identify the latest financial planning trends in the marketplace and learn how to apply them.
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Learn how this decade will work differently for clients than the previous one.
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Determine how to incorporate the personal financial planning process as part of the client's emotional and financial life cycle
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Determine when to evaluate insurance concerns and provide practical recommendations.
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Learn which education savings plans make the most sense for the client.
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Recognize investment strategies and strategies to evaluate the marketplace.
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Determine financial planning issues relevant to Form 1040.
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Evaluate retirement planning strategies for saving and investing.
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Identify estate planning opportunities and suggest plans of action.
Who should take this program?
CPAs and financial planning professionals.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$101.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$75.00
|
 Standard Nonmember Fee |
$101.00
|
