Financial Planning Concepts and Techniques: Beyond the Basics WEBCAST

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Overview

Financial planning extends beyond the basics, covering a wide range of areas that go beyond the traditional expertise of CPAs. This comprehensive course provides practitioners with an in-depth understanding of essential advanced issues and techniques within financial planning. By transcending foundational knowledge, participants will be equipped to offer more sophisticated and holistic financial planning services to their clients. This course covers key topics such as risk management, insurance requisites, asset protection, and required minimum distribution rules. Participants will gain valuable insights into helping clients navigate these complex areas, allowing them to avoid common financial planning missteps and optimize their strategies.

Highlights

Incorporating investment services into a CPA practice. Risk management strategies for financial planning. Insurance requisites and tax implications, including life, health, and long-term care insurance. Overview of education funding options. Asset protection principles and methodologies. Common missteps in financial planning and strategies to prevent them. Required minimum distribution (RMD) rules and their application.?

Prerequisites

Moderate experience in financial planning.

Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents.?

Objectives

Identify and apply advanced financial planning methodologies. Incorporate investment services into your financial planning practice. Equip clients with effective risk management strategies. Analyze insurance needs and tax implications, including life, health, and long-term care insurance. Evaluate education funding options for clients. Apply asset protection strategies within financial plans. Identify common financial planning mistakes and develop strategies to prevent them. Explain required minimum distribution (RMD) rules.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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