2026 Best Financial Planning Ideas for your Clients
Best Planning Ideas webinar provides strategies in tax, retirement, estate, investment, and insurance planning amid economic, market, political, and financial uncertainty.
Format
Webcast
Date
Jan 28, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Akemi Dalvi, Lyle K. Benson, Scott Sprinkle
Availability
3 months
Product Number
WC5178016
In this webinar, Lyle K. Benson Jr., CPA/PFS, CFP, AEP, and a distinguished panel, Akemi Dalvi, CPA/PFS, CFP, and Scott Sprinkle, CPA/PFS, CFP, share top personal financial planning ideas for your clients.
- Tax outlook for 2026: Impact of H.R.1 (OBBBA) and other potential changes under this administration
- Investment strategies: Portfolio approaches and how political and economic developments may affect markets
- Planning perspectives for 2026: Key issues in energy policy, regulation, taxes, immigration, and tariffs
- Behavioral finance: Psychological factors shaping investment decisions and holistic planning
- Retirement planning: Advanced Roth conversion and distribution strategies
- Risk management: Protecting clients with life, disability, and long-term care coverage
- Estate planning: Updating plans with a focus on tax efficiency and asset protection
Bring all your questions because we will leave time for Q&A in this 90-minute event.
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here
Key Topics
- Personal financial planning ideas in the areas of tax, retirement, estate, investment, and risk management
- Considerations of the impact of H.R.1 (also known as OBBBA)
Learning Outcomes
- Distinguish tax, retirement, estate, investment, and risk management planning strategies for clients.
- Determine how H.R. 1 (also known as OBBBA) and general financial uncertainty affects planning for your clients.
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
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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