WOW! What a beginning to this decade! Our clients finally learned about the importance of being well positioned and ready for unexpected events!  The lessons learned are life altering and game changing! It proves that your clients must always be ready for the multitude of life’s financial uncertainties. Many rules of thumb have been challenged and replaced by more cautious types of planning. In essence, we need to make sure our clients are prepared for this NEW NORM – The Roaring 20s! Having said that, the other side of unique possibilities and future success now exist because of a quickly changing world!

We all know what we would like to do as advisors in helping our clients, but how realistic will it be for us to assess, evaluate and implement our clients’ ability to tackle these objectives using traditional financial planning tools and techniques during this rapidly changing decade? Are the tools we use applicable in truly helping our clients attain these goals in this next decade?

Join Jeff Rattiner, CPA, CFP®, MBA, of the Rattiner’s Financial Planning Fast Track ™, Inc., as he will be sharing with you on how to prepare during the Roaring 20s!!  Rattiner will focus on an evaluation of the core areas of financial planning: cash flow management and budgeting, insurance planning, investment planning, education planning, income tax planning, retirement planning, estate planning as well as other uncertainties that need advance prep, such as divorce and closely held business owner planning opportunities.

You’ll learn how a financial advisor may approach and work with a client in exploring and setting the stage in this unique and previously unexplored terrain. You’ll work through the intricacies of how different types of clients react to the experience of financial endeavors possibly turning out differently than what was previously expected and initially hoped for!