Financial Planning Concepts and Techniques: Beyond the Basics (4 hours - morning) - Webcast
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.
OSCPA has partnered with the Washington Society of CPAs for this event.
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
Arthur Werner, President, Werner-Rocca Seminars LTD
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner's lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former 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.
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 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been 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.
(9/17/20)
Non-Member Price $210.00
Member Price $185.00