Personal Financial Planning Update: Understanding, Diagnosing, and Experiencing the Disciplines of General Financi

Wednesday, August 10 10:00am - 12:00pm PDT

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2.0 Credits

Member Price $89.00

Non-Member Price $119.00


Our clients’ personal financial planning issues are quickly developing. Keeping up is a challenge especially in a post-COVID world! Many new approaches are needed in this evolving environment. Additional ways of looking at, evaluating, and sizing up client situations are entering the picture. With information overload, part of the CPA’s challenge is to help clients stay focused on goals while managing expectations in an environment that is changing rapidly. We’ll update CPAs on the newest changes in personal financial planning as they relate to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Discuss critical topics, including planning for education, divorce, charitable, special circumstances, business owners and highly compensated executives. ?


The personal financial planning process. Cash flow management. Insurance, investment, income tax, education, retirement and estate planning. Understanding client issues, diagnosing client exposures and determining client solutions. Closely held business owner strategies.


A basic understanding of finance.

Designed For

CPAs, financial planners and industry professionals.


Identify the latest financial planning trends in a very different era and learn how to apply them. Learn how this decade of the 2020s will continue to work differently for clients than the previous one. Determine how to incorporate the personal financial planning process as part of the client’s emotional and financial life cycle. Determine when to evaluate insurance concerns and provide practical recommendations. Learn which education savings plans make the most sense for the client. Recognize investment strategies and strategies to evaluate the marketplace. Determine financial planning issues relevant to Form 1040.






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.

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Non-Member Price $119.00

Member Price $89.00