Financial Planning for 2020 & Beyond

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. You’ll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions.

Emphasis: 
  • What to do to make money in 2020
  • The five components of proper planning
    – Rainy day funds
    – Special purchase plans
    – Retirement plans
    – Protection strategies
    – Estate planning
  • Social Security
  • How to talk finances with aging parents
  • Taxation of investments and insurance
  • Current investment strategies and market trends
  • Case studies of real-life scenarios
     
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Prerequisite: 

None.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Overview.

CPE Credit: 
8.00
NASBA Field of Study: 
Finance