Financial Planning: Best Practices Webinar
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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 webinar will help you to:
- Understand the financial planning process
- Identify and select goals
- Plan ahead by gathering pertinent information
- Learn about different account types
Objective
To help CPAs 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
- Understanding the client’s personal and financial circumstances
- Financial bucket lists
- Factors for planning
- Budgeting
- Risk tolerance
- Investments
- Stocks and bonds
- Building your profile
- Insurance
- Retirement planning
- Estate planning
- Social Security
- Case studies of real-life scenarios
– Rainy day/protection bucket
– Specific Purchase Bucket
– Education goals
– Retirement bucket
– Estate funding bucket
This course is included in the following subscriptions:
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View SubscriptionsPrerequisite
None
Level of Knowledge
Overview
CPE Credits
8
Hours
NASBA Field of Study
Finance