Date: Nov. 28, 2023
Time: 8 a.m. – 3:30 p.m. PT
New personal financial planning strategies are regularly emerging due to evolving personal goals in rough economic and legal environments. Review developments from the past year in insurance, investments, retirement, tax, estate, and personal financial planning. Drawn from recent publications and government directives, review the latest financial strategies and planning changes in financial planning; insurance; investments selection and management; and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
Closed Captioning Available
Attorneys, CPAs, CFPs and other financial planners.
Basic understanding of personal financial planning.
Identify significant developments over the past 12 months in the areas of insurance, investment, retirement, tax, estate, and personal financial planning
Identify traditional financial planning principles and assess how to implement recent personal financial planning developments into financial plans
This course was recorded on 6/26/2023. The instructor will be available via the chat feature to answer questions during the presentation.