Overview:
In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This fast-paced seminar will help you to:
- Get your financial plan back on track
- Shore up your ability to achieve your long-term goals and objectives
- Save for your children's education
- Prevent outliving your income
Objective:
To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding and retirement planning.
Emphasis:
- What to do to make money in 2012
- Traditional and Roth IRAs—to convert or not convert
- How to talk finances with aging parents
- 12 ways to cut your taxes now
- Five things you need to know about 529 plans
- How to beat the rising costs of health care
- Ten important estate planning steps to take now
- Making the best of a bad 401(k) plan
