February 6, 2024


2 Total CPE Credits


Webinar (CA): Financial Planning: The Roaring 20s! 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• 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

Major Topics

• Cash Flow Management and Budgeting
• Insurance
• Investments
• Education
• Income tax
• Retirement
• Estate Planning
• Closely-Held Business Owners
• Marriage, Cohabitation and Divorce

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


Basic understanding of financial issues.

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 planners, and industry professionals representing banking, business & industry, consulting and education.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.