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PFP Update: Issues, Exposures and Developing Client Strategy 25-26

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 08/22/2025 from 1:00 pm to 3:00 pm
 Tue, 11/25/2025 from 1:00 pm to 3:00 pm
 Tue, 02/03/2026 from 1:00 pm to 3:00 pm
Designed For:

CPAs, financial planners and industry professionals.

Prerequisite:

A basic understanding of finance.

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

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.