Financial Planning: The Roaring 20s! WEBAST

Monday, November 22 8:00am - 11:30am PST

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4.0 Credits

Member Price $149.00

Non-Member Price $199.00

Overview

Today financial planning is very different from the profession and advice of the past. To put it into perspective from a prior TV commercial, “this is not your father’s Oldsmobile!”. The main reason is for this is that our world is changing rapidly - post COVID - and we need to figure out “the secrets” of how to maintain our edge in the future on the advice we render. This is no small task or straight shot for ourselves or our clients. As a result, immediate changes will need to be made to our practice and involvement with our clients to manage during the new norm. You’ll learn the “Rattiner’s Secrets of Financial Planning”, as discussed in Jeff’s newest book from Wiley, which he will cover what you need to know to reach your ultimate success during the Roaring 2020s. The emphasizes will capture the running of your planning practice to the optimization of your client’s experiences in order to dispense appropriate financial planning advice.

Highlights

Cash flow management and budgeting. Insurance. Investments. Education. Income tax. Retirement. Estate planning. Closely-held business owners. Marriage, cohabitation and divorce.

Prerequisites

Basic understanding of financial issues.

Designed For

Financial Advisors.

Objectives

Find out what leading practitioners in our profession say where we are and where we are going and why during this post-COVID era. Learn how to structure your practice to cover all of the financial planning bases. Determine well-thought-out financial plans for your clients. Determine how your clients can best manage their cash flow and budgeting during the New Norm. Determine how to assess and provide specific planning advice on the “newly defined retirement”. Explore the “real” critical aspects of estate planning and where the focus should be.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Jeffrey Rattiner

Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine.

Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.

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Non-Member Price $199.00

Member Price $149.00