CPA Financial Planning Thought Leadership: Investment Planning

Originally aired 11/12/2014


Seminar recording | Presentation materials | Article: “A Dozen Dynamics of Investment Planning”

The intersection of investment planning with tax and retirement strategies positions CPAs to take the lead in holistically providing these services to their clients. In this webcast, a panel of CPA financial planner thought leaders will discuss:

  • Structuring portfolios based on client goals and objectives
  • The intersection of tax planning and investment strategy
  • Strategies in light of current market conditions and clients’ risk tolerance and perception
  • Measuring and defining “real” returns and risk
  • Considerations when incorporating alternative investments, privately held business, and human capital into the overall asset mix
  • Implementing academic recent research on rising equity glidepaths and sequence of returns into your clients’ overall retirement and investment plan
  • Defining your clients’ goals and objectives and communicating with them how their portfolio fits into their broader financial plan