The 2020’s to date, and the future reality of what we can expect, is unlike anything we have ever experienced! Change is happening at a faster rate than we’ve grown to or comfortably expect! Our clients have a heightened awareness of their long-term financial issues and are increasingly becoming more nervous about their financial situations. As a result, CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for their many concerns and uncertainties. CPAs also find themselves working with other high-level professional advisors to complement the unique and demanding situations in which clients find themselves.

Course presenter, Jeff Rattiner will help you learn and gear your clients to implement a highlevel three-prong approach for living through the balance of this decade by identifying and evaluating a client’s particular situation, determining the weaknesses and exposures that could exist for the client, and in helping to implement sound financial planning recommendations to ensure that the client is following a very specific and tailor-made financial plan by the CPA.

Advanced subject matter as well as new ways of approaching many financial planning disciplines will be discussed. You will gain an understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, education, and more. He will identify a unique approach for providing personal financial planning services, whether you’re performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, he will also help the CPA analyze the income tax return based on the financial planning issues of the client.