NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Financial Planning Concepts and Techniques- Beyond the Basics

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Online Registration Form

Date: August 06, 2018
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
The field of Financial Planning is complex and includes many areas (tax and non-tax) that go beyond the traditional knowledge base of the CPA. This course provides the practitioner with an understanding of a variety of necessary issues and techniques in financial planning that all practitioners should know and understand that are beyond the basics.
Objectives
Recognize the issues and techniques in financial planning that are beyond the basics but are necessary for the participant to know and understand.
Highlights
* Issues in adding investment services to a CPA practice * Teaching clients to understand how to manage risk in a plan * Understanding insurance needs and tax concepts (life, health and other insurance) * Understanding long-term care insurance * An overview of education funding issues * An overview of asset protection concepts and techniques * Common mistakes in financial planning and how to avoid them * Required minimum distribution rules
Who Should Attend
CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Course Level Intermediate
Prerequisites Moderate experience in financial planning
Course IDFPCT
Discussion LeaderArthur Werner, Werner Rocca
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $250 - Society Member
$280 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731