Webinar Registration

Essence of Developing Personal Financial Realities to Develop Long-Term Solutions and Strategies

Tuesday, September 29, 2020 | 12:00 PM — 1:00 PM EDT

The financial planning process is the gateway towards building successful client relationships. In fact, the planning process ties back to everything client-related we do and within all of the various disciplines of financial planning. 


We all know what we would like to do and achieve, but how realistic are those expectations? What are the realities you encounter when trying to help your clients sort through and prioritize what is important to them? This session focuses on developing real world applications for the realities discussed to ensure that when you work with a client in this area, a model will be developed for use in tackling these client exposures and in providing keen insight and practical recommendations when tackling those problems.


Join Jeff Rattiner, CPA, CFP®, as he works through the financial planning process by identifying critical thoughts in each step of the planning process, determines how to weigh the facts, interpret the data, prioritize the information, and help you present worthwhile recommendations that will further your clients lifelong objectives. 


By attending this program, you will:

  • Determine how to gain your clients attention to identify and gather client issues.
  • Understand the financial exposures clients need to address in order to tie back to their objectives.
  • Gain an understanding on how to reach out and acquire client information to develop well-thought out practical solutions.
  • Learn how to develop a process on how to derive solutions to complicated financial issues


Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.


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