Error loading player: No playable sources found
PFP2003
PFP2003. The Future of a PFP Practice
Date
July 20, 2020
Explore related products in the following collection:
COVID-19 UPDATE: ENGAGE 2020 WILL BE 100% VIRTUAL
We hear that the future is bright for personal financial planning services, but that is true only of advisors who are capable of offering a comprehensive service package, and who are adequately preparing for a rapidly-changing future. This session will discuss holistic planning services, the increasingly personal ongoing relationship and the tools that can help you leverage your time and expertise.
Learning Objectives
- The components of a comprehensive planning process beyond tax preparation and planning.
- The discovery process, and how that relates to the ongoing service offering.
- A roundup of the types of planning programs that will be essential parts of the future PFP practice’s toolkit.
Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH
Chief Financial Planning Nerd, Nerd's Eye View
Editor, Inside Information
President, Technology Tools for Today (T3)
Christopher D. Benson, CPA/PFS
Principal, L.K. Benson & Company
Related Products
PFP2011. Social Security - Where does it stand; How to Advise
In our online presentation you will have the ability to ask any Social Security Question you have which is not always the case in the on-site presentation. come prepared to have an interactive and informative time…
PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us
Come hear a presentation on political trends in the US and across the globe, with a concentration on how those trends impact global economies and the financial markets…
EST2005. Creative Planning to do Now
This session will offer practical and actionable guidance in a range of financial, insurance and wealth transfer and related planning topics including: how to guide clients to organize their financial and estate planning data, basic estate planning documents to ensure clients have in place now and…
ENG2003. The Nuances of CARES (EST,TAX)
The massive $2,200,000,000,000 CARES Act included a wide array of tax-relief. We scrambled to understand and implement these changes to capture immediate relief for our clients…
