Financial Planning Trends and Opportunities for Clients 2024

Overview

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 new era-The Roaring 20s. This past year, we’ve experienced swings in the market and other critical financial issues that have impacted our clients. Being prepared is crucial! Similar comparisons have been made to the Roaring 20s of the last century. The economic 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.

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 representing banking, business & industry, consulting and education.

Objectives

• 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

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.