Personal Financial Planning Virtual Conference On-Demand 2022

Overview

If you missed our live ADVI$OR: Personal Financial Planning Virtual Conference, now’s your chance to catch all the sessions on your own schedule! Together, we will explore the impact of the election, COVID-19, and natural disasters on the PFP industry, as well as topics such as communicating with clients in a virtual world, eldercare issues and longevity planning, the generational impact on clients and succession, and more.

Highlights

ú Environmental Social Governance (ESG) Investing ú Dealing with Retirement Plans ú Estate Planning After the Election ú Opportunity Zone Investments and Associated Tax Benefits ú Eldercare Issues ú Social Security/The Medicare Module ú Generational Impact on Clients and Succession

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
• Learn how to leverage various tools and techniques to better serve your clients.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.