November 15, 2023


2 Total CPE Credits


Webinar (CA): Personal Financial Planning Update: Insurance Issues 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Understand the many exposures associated with various types of risk
• Learn how to assess, evaluate and diagnose proper insurance strategies
• Review how to apply practical solutions to mitigate risks
• Learn about the distinct types of products in the marketplace, policy specifics
• Quantify an appropriate amount of insurance to ensure adequate coverage, underwriting issues
• Regulatory concerns, potential exposures
• The tax consequences of each type of insurance

Major Topics

• Overall insurance concerns
• Various risks surrounding the client and how to manage them
• Different types of products in the marketplace

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


A basic understanding of insurance 

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisors and industry professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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