Conference
Financial Planning: Identifying, Evaluating, and Solving Technical Issues in a Rapidly Changing Environment
$838.00
Availability: 35 in stock
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
6 Credits: Finance
Event Date: November 13, 2024 7:30 am
Course Level
Intermediate
Format
Conference
Course Description
Today financial planning is very different from the profession and advice of the past. We all know what we would like to do, and achieve, but how realistic are those expectations? To put it into perspective from a prior TV commercial, “this is not your father’s Oldsmobile!”.
The main reason is for this is that our world is changing rapidly. Employment shifts, everyday living, and life priorities are now part of the new norm! – Add to that other unanticipated events that we need to figure out, which essentially are “the secrets” of how to maintain our edge in the future on the advice we render makes this process a game changer.
This is no small task or straight shot for us, or for our clients, and as a result, immediate changes will need to be made as they relate to planning for insurance, investments, education, income tax, retirement, and estate. This revised concentration effects employees, closely held business owners, high net worth individuals, and retirees just to name a few. It is more important than ever to help us relay the importance for our clients, and perhaps ourselves, to help stay focused.
Learning Objectives
- Identify the latest financial planning trends in a very different era and learn how to apply them.Find out what leading practitioners in our profession say where we are and where we are going and why, in this rapidly changing environment
Learn how to identify, evaluate, and provide recommendations in this forging environment.
- Learn how to structure your practice to cover all of the financial planning bases and anticipating 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 this “New Norm”.
Determine how to incorporate the personal financial planning process as part of the client’s emotional and financial life cycle.
- Evaluate retirement planning strategies for saving and investing, including the “newly defined retirement”.
- Recognize and evaluate potential investment strategies
Determine when and how to evaluate insurance concerns.
Explore the “real” critical aspects of estate planning and where the focus for your clients should be.
Course Specifics
24CNewYork-LE375409
Basic understanding of financial issues
None
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program—which has been taught at eight universities—provides professionals with the training necessary to become CFP® certificants, and it received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sought-after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of …