Financial Planning in the Roaring 20s!
Schedule
Sat Sep 18 2021 at 10:00 am to 12:00 pm
Location
Franciscan Renewal Center | Paradise Valley, AZ
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This program, offered both on campus and online focuses on an evaluation of the core areas of financial planning.WOW! What a year! Many of us have learned about the importance of being well positioned and ready for unexpected events. The financial lessons learned have been life altering and game changing. It proves that we always need to be ready for the multitude of life’s financial uncertainties. Many rules of thumb have been challenged and replaced by more cautious types of planning. In essence, at Casa, we want to make sure you are prepared for the new normal.
This session focuses on an evaluation of the core areas of financial planning, such as cash flow management and budgeting, insurance planning, investment planning, education planning, income tax planning, retirement planning, estate planning as well as other uncertainties that need advance prep, such as divorce and closely held business owner planning opportunities.
Learn how to assess, evaluate, and implement specific real-life scenarios by distinguishing where you stand financially today and what may transpire into your uncertain future, all while applying appropriate reads and recommendations toward developing long term strategies and determining what needs to happen for you if things go off-course – again!
Your facilitator: Jeff Rattiner, CPA, CFP®, MBA is an accomplished author on financial planning and educates consumers on practical financial planning issues and financial advisors on how they can prepare for the CFP® Certification Examination through his nationally recognized and critically acclaimed “Rattiner’s Financial Planning Fast Track®” program. His lively and entertaining teaching style has served professionals well for over 32 years. His classes have been held at New York University, The American College, University of California, Metropolitan State University of Denver, The Ohio State University, and Arizona State University, & at dozens of financial service companies nationwide.
To register, visit: https://thecasa.learnitlive.com/
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Where is it happening?
Franciscan Renewal Center, 5802 E Lincoln Dr, Paradise Valley, United StatesEvent Location & Nearby Stays:
