The Roaring 2020s! Financial Planning at a Whole New Level Webcast | 4204326D

Monday, October 26 Code: 4204326D 8.0 CPE Credits


Financial Planning in the 2020's is changing rapidly. Clients realize they must set aside an emergency fund, save more, and generate higher returns from their investments. Retirement and Estate Planning are also critical. Assess the client's holistic situation. Grasp the "big picture", while considering tactical issues that may arise. Identify and mitigate risks. Review personal financial planning, cash flow management, and the planning of insurance, investments, education, income tax, retirement, and the estate. Examine niche subjects such as closely held businesses and highly compensated individuals. Issues affecting Boomers, Gen X, and millennials will be featured, as well as a discussion surrounding divorce.