22WC-0119: Personal Financial Planning Update: Understanding, Diagnosing, and Experiencing the Disciplines of General Financial Planning (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Tuesday, May 24, 2022
12:00pm - 2:00pm Central Time
2 CPE (2 technical)
Our clients' personal financial planning issues are quickly developing. Keeping up is a challenge especially in a post-COVID world! Many new approaches are needed in this evolving environment. Additional ways of looking at, evaluating, and sizing up client situations are entering the picture. With information overload, part of the CPA's challenge is to help clients stay focused on goals while managing expectations in an environment that is changing rapidly. 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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The personal financial planning process includes:
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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 a very different era and learn how to apply them
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Learn how this decade of the 2020s will continue to 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
Who should take this program?
CPAs, financial planners and industry professionals.
Fees
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you are a
nonmember.
If you register, you will be charged
$109.00
(Standard Nonmember Fee).
Members: Please
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to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$109.00
|
