Identifying, Evaluating and Solving Financial Planning Issues 2024

Overview

Today, financial planning is very different from the profession and advice of the past. To put it into perspective from a prior TV commercial, “This is not your father’s Oldsmobile!”. Our world is changing rapidly. Employment shifts, everyday living and priorities in the post-COVID era are now part of the new norm. Our clients need to adjust to an ever-changing environment! Add to those other unanticipated events that we need to figure out “the secrets” of how to maintain our edge in the future on the advice we render, and this process becomes a game-changer. This is no small task or straight shot for ourselves or our clients. As a result, immediate changes must be made to our practice and involvement with our clients to manage the new norm. You’ll learn the “Rattiner’s Secrets of Financial Planning,” as discussed in Jeff’s latest book from Wiley, in which he will cover what you need to know to reach your ultimate success! The focus will capture the running of your planning practice to optimize your client’s experiences to dispense appropriate financial planning advice.

Highlights

• Cash flow management and budgeting
• Insurance
• Investments
• Education
• Income tax
• Retirement
• Estate planning
• Closely-held business owners
• Marriage, cohabitation and divorce

Prerequisites

Basic understanding of financial issues.

Designed For

CPAs, financial planners, and industry professionals including b anking, business & industry, consulting and education.

Objectives

• Identify, evaluate, and provide recommendations in this forging environment during the new norm.
• Structure your practice to cover all of the financial planning bases and anticipate strategies for future changes
• Determine how to educate, communicate and provide well-thought-out financial plans for your clients
• Determine how your clients can best manage their cash flow and budgeting during the New Norm

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.