Webcast: Personal Financial Planning Update: General Financial Planning Update (XCPFPUG17)
Tell a Friend About This EventTell a Friend
 

Our clients' personal financial planning issues are developing so quickly that it is difficult to keep up with the many new approaches needed in a continually changing environment. Part of the CPA's challenge is to help clients stay on top of their goals, while managing expectations. This course focuses on updating CPAs to the newest changes in personal financial planning as it relates to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesse

10/5/2017
When: 10/05/2017
11:00 AM until 1:00 PM
Where: Webcast
CALCPA
4173176A
United States
Presenter: Jeffrey H. Rattiner


Online registration is closed.
« Go to Upcoming Event List  

Acronym XCPFPUG17
CPE 2 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Update
Prerequisite Knowledge or experience working on basic financial planning strategies.
Adv Prep None
Yellow Book? No
Designed for CPAs who want to develop a strong foundation and learn the latest issues in the various disciplines of personal financial planning.
Registration
Member $60
CPA Non-Member $94

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Our clients' personal financial planning issues are developing so quickly that it is difficult to keep up with the many new approaches needed in a continually changing environment. Part of the CPA's challenge is to help clients stay on top of their goals, while managing expectations. This course focuses on updating CPAs to the newest changes in personal financial planning as it relates to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Critical topics, including planning for education, divorce, charitable, special circumstances, business owners and highly compensated executives will be discussed.

Materials are provided as an ebook.

Objectives

  • Identify the latest financial planning trends in the marketplace and learn how to apply them.
  • Determine how to evaluate insurance concerns and provide practical recommendations.
  • Recognize investment strategies and strategies to evaluate the marketplace.
  • Determine financial planning issues relevant to Form 1040.
  • Identify estate planning opportunities and suggest plans of action.

Major Topics

  • Personal financial planning process
  • Cash flow management
  • Insurance, investment, income tax, retirement and estate planning
  • Closely held business owner strategies