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Personal financial planning life decisions are the toughest choices our clients make, and there's often a general state of confusion, skepticism and concern. Learn how to provide analysis and solutions confronting these critical client issues; implement a work program to resolve issues; and gain knowledge of the financial planning issues that may arise in this coming election year and beyond. Other personal financial planning topics we'll discuss include critical exposure issues involving insurance, investments, education, income tax, retirement, employee benefits and estate, and the affects on various groups your usually work.
Formerly titled: Personal Financial Planning in Intriguing Times
Objectives:
Determine how to analyze, evaluate and recommend solutions to complex financial problems.
Identify the comprehensive uniform approach of putting together a systematic audit work program to analyze financial planning and other complex issues.
Determine how to help clients successfully navigate the complexities of personal financial planning dilemmas.
Identify planning changes to make for this upcoming election year and beyond.
Determine how to uncover client issues and concerns.
Identify how to evaluate and prioritize exposures and allocate resources toward each.
Recognize planning issues surrounding insurance, investments, income tax, education, employee benefits, retirement and estate planning.
Determine niche markets, including closely held business owners, highly compensated employees, high net worth individuals, divorcees and widowers, baby boomers and millennials.
Major Subjects:
Personal financial planning
Keeping clients focused on their plans
Disciplines of technical financial planning surrounding insurance, investments, income tax, education, employee benefits, retirement and estate planning.
Niche markets
Rattiner PIPRIM System for analyzing, evaluating and prioritizing client issues and concerns
Designed For:
CPAs, PFSs, CFPs, ChFCs, financial planners, advisers and other professionals who are interested in expanding their practice to include personal financial planning.
Prerequisite: Basic understanding of exposures relating to insurance, investments, income tax, education, retirement and estate planning issues.
Advanced Prep: None
Speaker: Jeffrey H. Rattiner
Vendor: CalCPA
Field of Study: Taxes
Level: Intermediate
CPE Credit: 8 Hours
Acronym: PFPD
Registration Fees:
Members: $275
Nonmembers: $375
Meet the Speaker:
Jeffrey H. Rattiner, CPA, CFP, MBA, is president and CEO of The JR Financial Group, Inc., an income tax, financial planning, consulting and training holding company. His Rattiner’s Financial Planning Fast Track™, Inc., is a nationally recognized boot camp for CPAs and other financial services professionals interested in becoming Certified Financial Planner. His investment advisory practice, Rattiner Asset Management, Inc. (RAM) practices money management through asset allocation for consumers nationwide. Web site: HREF=http://www.jrfinancialgroup.com"TARGET="main">http://www.jrfinancialgroup.com"
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