Personal Financial Planning Challenges: Analysis, Evaluation and Recommendations

Description

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

Highlights

• 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

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.

Designed For

CPAs, PFSs, CFPs, ChFCs, financial planners, advisers and other professionals who are interested in expanding their practice to include personal financial planning.