We all know what we would like to do and achieve, but how realistic are those expectations? Are your clients’ goals and objectives truly attainab...
11/21/2023 10:00am - 12:00pm | Online | CalCPA
Members: $89.00, Non-members: $119.00
CPE Categories: Specialized Knowledge & Applications (2 CPE)
Interest Areas: Employee Benefits, Personal Financial Planning
We all know what we would like to do and achieve, but how realistic are those expectations? Are your clients’ goals and objectives truly attainable? Do you feel like you can help your clients accomplish their financial planning goals? This session focuses on developing real-world applications in a new era—The Roaring 20s. This past year, we have experienced swings in the market and other critical financial issues that have impacted our clients. Being prepared is crucial! Similar comparisons have been made to the Roaring 20s of the last century, the economic game may change positively and negatively during the decade and it is more important than ever to help us relay the importance for our clients to stay focused.
Presented by Jeffrey Rattiner
CPAs, financial planners, and industry professionals representing banking, business & industry, consulting and education.
Basic understanding of financial issues.
Basic understanding of financial issues.
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