PFP Update

Part of the CPA’s challenge is to help clients stay on top of their goals, while managing their expectations, so they can achieve what they set out to accomplish. With personal financial planning issues evolving in an increasingly challenging environment, it is becoming much harder to keep up with these important and timely changes. Furthermore, with a new administration at the helm, CPAs need to be prepared for the unexpected. As a result, CPAs need to be in tune with the many new approaches required in this continually changing environment.

Gain insights regarding investment strategies, retirement and estate planning, risk/return relationships in investments and how to recognize weaknesses across a variety of personal and business insurance issues.

Instructor: Jeffrey H. Rattiner, CPA, CFP
Credits: CPE: 2, CFP: 2


Personal Financial Planning Update: General Financial Planning
Oct. 8 • 8:30 a.m.

Personal Financial Planning Update: Income Tax, Retirement and Estate
Oct. 9 • 10:30 a.m.

Personal Financial Planning Update: Insurance Planning
Oct. 9 • 8:30 a.m.

Personal Financial Planning Update: Investments
Oct. 8 • 10:30 a.m.