Webcast: Personal Financial Planning in Intriguing Times

Master the challenges of personal financial planning in an environment that has never been time tested. Traditional thought needs to give way to unconventional thinking. Attend this course, and you will understand the key issues and uncomfortable decisions you need to confront, as well as how to arrange for logical and practical solutions for an environment that is like no other.  Learn how to develop a turnkey approach to help you identify, analyze and recommend what you need to do for yourself and your clients. You will discover how to successfully provide PFP services in a rapidly changing economy for both the major accounting disciplines and the most common client groups.
You'll discuss topics ranging from planning for cash flow, insurance, investments, education, income tax, employee benefits, and retirement and estate planning. You will consider specific planning implications for various specialty groups, such as closely held business owners, highly compensated employees, large net worth individuals, Baby Boomers, newly retired individuals and those who are suddenly single as a result of divorce or being widowed.