PFP Update: Issues, Exposures and Developing Client Strategy 25-26
Overview
Our clients’ personal financial planning issues are quickly developing and keep us challenged in a new operating environment! Many new approaches are needed in working through, understanding, diagnosing and then adopting innovative and proven strategies. Additional ways of experiencing these 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 a rapidly changing environment. This course will update you on the newest personal financial planning changes related to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. We’ll discuss critical issues, including planning for education, divorce, charitable, exceptional circumstances, business owners and highly compensated executives. Be sure to register for all of our PFP updates: PFP Update: Income Tax, Retirement, and Estate Planning PFP Update: Issues, Exposures, and Developing Client Strategy PFP Update: Investment Planning in This New Era
Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate
Highlights
- Cash flow management
- Insurance, investment, income tax, education, retirement and estate planning
- Understanding client issues, diagnosing client exposures and determining client solutions
- Closely held business owner strategies
Prerequisites
A basic understanding of finance.
Designed For
CPAs, financial planners and industry professionals.
Objectives
- Identify the latest financial planning trends in a very different era and learn how to apply them
- Learn how this decade will continue to work differently for clients than the previous one
- Determine how to incorporate the personal financial planning process as part of the client's emotional and financial life cycle
- Determine when to evaluate insurance concerns and provide practical recommendations
- Learn which education savings plans make the most sense for the client
- Recognize investment strategies and strategies to evaluate the marketplace
- Determine financial planning issues relevant to Form 1040
Preparation
None
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group, Inc.
Mr. Rattiner is president of the JR Financial Group, Inc., which is a multi-purpose firm serving the financial services industry. The company has as its mission to initiate marketing opportunities for financial service organizations by targeting third-party intermediaries, such as CPAs and CFPs, and the developing and distributing product to that segment. He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners. Mr. Rattiner earned his Bachelor of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York in 1981, his Master of Business Administration (MBA) in Certified Public Accounting from Hofstra University in 1983 and his Certified Financial Planner Education from New York University in 1992. He is licensed as a Certified Financial Planner (CFP) with the CFP Board of Standards in Denver, Colorado, and as a Certified Public Accountant and Insurance Broker in New York and Colorado.
Non-Member Price $129.00
Member Price $99.00