Financial Planning Concepts and Techniques: Beyond the Basics
Overview
Financial planning extends beyond the basics, covering a wide range of areas that go beyond the traditional expertise of CPAs. This comprehensive course provides practitioners with an in-depth understanding of essential advanced issues and techniques within financial planning. By transcending foundational knowledge, participants will be equipped to offer more sophisticated and holistic financial planning services to their clients. This course covers key topics such as risk management, insurance requisites, asset protection, and required minimum distribution rules. Participants will gain valuable insights into helping clients navigate these complex areas, allowing them to avoid common financial planning missteps and optimize their strategies.
Highlights
- Incorporating investment services into a CPA practice. Risk management strategies for financial planning.
- Insurance requisites and tax implications, including life, health, and long-term care insurance.
- Overview of education funding options. Asset protection principles and methodologies.
- Common missteps in financial planning and strategies to prevent them.
- Required minimum distribution (RMD) rules and their application.
Prerequisites
Moderate experience in financial planning
Designed For
CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents.
Objectives
At the end of this course, you will be able to:
- Identify and apply advanced financial planning methodologies.
- Incorporate investment services into your financial planning practice.
- Equip clients with effective risk management strategies.
- Analyze insurance needs and tax implications, including life, health, and long-term care insurance.
- Evaluate education funding options for clients.
- Apply asset protection strategies within financial plans.
- Identify common financial planning mistakes and develop strategies to prevent them.
- Explain required minimum distribution (RMD) rules.
Leader(s):
Leader Bios
Art Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, Esquire, is currently a shareholder in the law firm of Werner & Rocca, P.C., and in the lecture firm of Werner, Rocca & Susman Seminars, Ltd. Mr. Werner’s areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. A member of the Pennsylvania Bar, Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 500 eight-hour seminars over the past decade. Over the past ten years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $210.00
Member Price $185.00