Webinar (CA): Designing a Work Program for Your Financial Planning Practice 2023

Do you want to master the challenges of developing a prototype program similar to the work programs we used as CPAs? Attend this course and you'll learn the key issues and uncomfortable decisions you need to confront for your clients and how to arrange logical and practical solutions in an environment that is like no other. You'll also learn to develop a turnkey approach to identify, analyze and recommend what you need to do for yourself and your clients, and discover how to successfully provide PFP services in a rapidly changing economy for major accounting disciplines and the most common client groups. We'll explore 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 due to divorce or being widowed. By participating in this program, you'll have a "ready to use approach" in working through in an orderly fashion these critical financial planning issues.