2023 Best Financial Planning Ideas for Your Clients
LIVE

Online Event

13 February, 2023

6:00 pm - 8:00 pm GMT

Webcast
6:00 pm - 8:00 pm GMT

2023 Best Financial Planning Ideas for Your Clients

  • Format

    Webcast

  • Level

    Intermediate

  • Duration

    2hr

Leading CPA financial partners share how they’re planning to tackle the year ahead to best serve their clients.

Select a date and time

£86.00 (CIMA members only)

£108.00

VAT calculated on checkout

Product information

Overview

Financial planning strategies for 2023

Rising interest rates, high inflation, market volatility, and uncertain times call for greater client proactivity and different planning strategies.

Hear how leading CPA financial partners are preparing for the year ahead in topics areas such as:

  • What they are doing as a result of tax legislative changes
  • How they are continuing to deepen relationships and elevate the experience for their clients

Key Areas

Also hear about financial planning strategies they are considering for clients in the areas of:

  • Tax
  • Estate
  • Retirement
  • Investments
  • Risk management
  • Charitable planning
  • Education planning

Key Topics

  • Determine planning techniques to consider for individual clients
  • Understand tax law changes relevant to individual clients

Learning Outcomes

  • Identify ideas in the areas of tax, retirement, estate, investment, and risk management planning to consider for your clients in the year ahead.
  • Determine the latest with tax law changes that affect individuals.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Professional development

This Webcast offers 2 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialized Knowledge
Prerequisites:Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
Programme level:Intermediate
Duration:2hr
Format:Webcast
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£86.00 (CIMA members only)

£108.00

VAT calculated on checkout

  • Michael Goodman

    Michael Goodman, VP, NTT DATA Services

    Executive leading the Business Insights practice at NTT DATA Services. This team of consulting professionals focus on helping clients leverage data, analytics, automation and technology to address business challenges across the financial services, insurance, manufacturing and healthcare sectors. https://www.linkedin.com/in/michaelsgoodman1/

Accessibility

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The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.