Designing a Work Program for our Financial Planning Practice WEBCAST

Wednesday, June 8 10:00am - 12:00pm PDT

Add to Calendar

Your Desk

2.0 Credits

Member Price $89.00

Non-Member Price $119.00


Master the challenges of developing a prototype program similar to the work programs we used as CPAs in this most uncertain environment in today’s world of personal financial planning. Attend this course and you will understand the key issues and uncomfortable decisions you need to confront for your clients, as well as how to arrange for logical and practical solutions for an environment that is like no other. Learn how to develop a turnkey approach to help you identify, analyze and recommend what you need to do for yourself and your clients. You will discover how to successfully provide PFP services in a rapidly changing economy for both the major accounting disciplines and the most common client groups. You’ll discuss topics ranging from planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning. You will consider specific 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 as a result of divorce or being widowed.


Cash flow management and budgeting planning for insurance. Investing income tax.


A basic understanding of finance.

Designed For

Financial professionals.


How to analyze, evaluate and recommend solutions to complex problems, some of which have never been seen before. Serving as an independent sounding board for your clients. Ensuring clients remain focused and stay the course when overreacting to personal financial planning dilemmas. Basic disciplines of technical financial planning. Diagnosing client issues and concerns and developing recommendations. Understanding the PFP Process: The Rattiner “PIPRIMr” System for evaluating exposures. Insurance, investments, employee benefits, retirement and estate planning.






Leader Bios

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.

Return to Top

Non-Member Price $119.00

Member Price $89.00