Designing a Work Program for Your Financial Planning Practice (2 hours) [NT] - OnDemand Webcast

Overview

Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges’from insurance and investments to taxes, retirement, and estate planning. You’ll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.

Highlights

• Cash flow management and budgeting
• Planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning.
• Implications for various specialty groups, such as closely-held business owners, highly compensated employees, Baby Boomers, newly retired individuals and those who are suddenly single due to divorce or being widowed.

Prerequisites

A basic understanding of finance.

Objectives

• Analyze and evaluate complex financial planning problems to recommend effective solutions.
• Apply the Rattiner "PIPRIM®" System to understand and address client exposures within the Personal Financial Planning (PFP) process.
• Develop strategies to help clients remain focused and avoid overreacting to financial planning challenges.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!