Introduction to Personal Financial Planning

CPE Credit: 4 hours

This 4-hour webcast will provide tax practitioners with necessary tools to assist clients with their personal financial planning

Who Should Attend: Practitioners who are contemplating personal financial planning as part of their practice

Topics Covered:

●Overview
●The personal financial planning process
●Beginning the engagement (steps 1 and 2)
●Data gathering (step 3)
●Analysis and preliminary recommendations (steps 4-6)
●Cash management and budgeting
●Risk management and insurance
●Education planning
●Retirement and financial independence planning
●Estate planning

Learning Objectives:

●Provide a strong discussion of the whys and wherefores of establishing a personal financial planning practice except for the selling of products (potential conflict of interest)
●Suggest major considerations in personal financial planning consulting without insulting
●Provide related information with the administration of a personal financial planning practice

Prerequisites: Good general knowledge of may constitute personal financial planning

Advance Preparation: None