Financial Planning: Technical Issues in the New Norm

Description

The financial planning process is the gateway towards building successful client relationships. In fact, the planning process ties back to everything client-related that we do and within all of the various disciplines of financial planning. We all know what we'd like to do. But are those goals really are those expectations? Are your client's goals truly attainable? What are the realities during this new norm you encounter when trying to help your clients sort through and prioritize what is important to them? Do you feel you can help your clients accomplish their financial planning goals? This session focuses on developing real-world "Trends for this New Norm"

Highlights

• Financial Planning
• Cash Flow Management and Budgeting
• Insurance
• Investing
• Income Tax
• Education
• Retirement
• Estate Planning.

Objectives

• Identify Section 951A rules and filing requirements
• Determine whether foreign income is susceptible to GILTI requirements

Designed For

Financial Advisors.