Financial Planning Trends and Opportunities for Clients WEBCAST
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 and 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
None.
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group Inc
Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine. Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.
Non-Member Price $119.00
Member Price $89.00