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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
This course will adjourn at 4 p.m.
Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.
To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).
Basic understanding of exposures relating to insurance, investments, income tax, education, retirement and estate planning issues.
CPAs, PFSs, CFPs, ChFCs, financial planners, advisers and other professionals who are interested in expanding their practice to include personal financial planning.