New
22WC-0953: Designing a Work Program for Your Financial Planning Practice (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, December 9, 2022
12:00pm - 2:00pm Central Time
2 CPE (2 non-technical)
Master the challenges of developing a prototype program similar to the work programs we used as CPAs in this most uncertain environment in today's world of personal financial planning. Attend this course and you will understand the key issues and uncomfortable decisions you need to confront for your clients, as well as how to arrange for logical and practical solutions for an environment that is like no other. Learn how to develop a turnkey approach to help you identify, analyze and recommend what you need to do for yourself and your clients. You will discover how to successfully provide PFP services in a rapidly changing economy for both the major accounting disciplines and the most common client groups. You'll discuss topics ranging from planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning. You will consider specific planning implications for various specialty groups, such as closely held business owners, highly compensated employees, Baby Boomers, newly retired individuals and those who are suddenly single as a result of divorce or being widowed.
Major subjects
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Cash Flow Management and Budgeting Planning for Insurance Investing Income Tax Education Retirement and Estate
Learning objective(s)
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Understanding of personal financial planning regarding:
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How to analyze, evaluate and recommend solutions to complex problems, some of which have never been seen before
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Serving as an independent sounding board for your clients
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Ensuring clients remain focused and stay the course when overreacting to personal financial planning dilemmas
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Basic disciplines of technical financial planning
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Diagnosing client issues and concerns and developing recommendations
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Understanding the PFP Process: The Rattiner "PIPRIM" System for evaluating exposures
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Insurance, investments, employee benefits, retirement and estate planning
Who should take this program?
Financial professionals
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$109.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$109.00
|
