Personal Financial Planning Challenges: Analysis, Evaluation and Recommendations Webcast | 4152075D

Date :
November 30, 2015 8:30 AM - 4:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, CFP 8.00
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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


  • 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.


Major Subjects:

  • 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

Advanced Prep:


Misc. Information:

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).

Level of Difficulty:
Field of Interest:
Management Advisory Services

Basic understanding of exposures relating to insurance, investments, income tax, education, retirement and estate planning issues.

Designed For:

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


Jeffrey H. Rattiner, CFP
Jeffrey Rattiner CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book, and Rattiner’s Financial Planner’s Bible. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.
No Agenda or Materials posted.