Updated for the Tax Cuts and Jobs Act and other recent developments, this CPE course presents four case studies which cover typical scenarios the personal financial planner may encounter.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
Personal financial planning is more art than science. In this course updated for the Tax Cuts and Jobs Act and other recent developments, we present four case studies that cover typical scenarios the personal financial planner may encounter:
While most clients have life and financial goals that include all areas of personal financial planning (retirement, estate, risk, and investment planning), each client's discussion will be unique.
Understanding the triggers that impact your clients' priorities and how various PFP areas are impacted, will enable you to present your recommendations in a logical, prioritized order that will deepen your client relationships. The case studies in this course will illustrate these concepts.
Group ordering for your team
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