February 8, 2024


4 Total CPE Credits


Webinar (CA): Identifying, Evaluating and Solving Financial Planning Issues 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Learn how to identify, evaluate, and provide recommendations in this forging environment during the new norm.
• Learn how to structure your practice to cover all of the financial planning bases and anticipating strategies for future changes
• Determine how to educate, communicate and provide well-thought-out financial plans for your clients
• Determine how your clients can best manage their cash flow and budgeting during the New Norm

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

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 including banking, business & industry, consulting and education.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.