2025 Best Financial Planning Ideas For Your Clients
In this year of opportunity and uncertainty, join us to discuss 2025’s top client planning ideas and personal financial planning strategies in tax, retirement, estate, investment, and insurance.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Eric Pascarella, Debra Taylor, Lyle K. Benson, Scott Sprinkle
Availability
3 months
Product Number
WC4812640
In this webcast, experts share the best personal financial planning ideas for your clients.
This session will cover:
- Potential tax changes under the new administration, including the extension of TCJA and its impact on state and local taxes, estate planning and capital gains tax rates
- Broad investment strategies and how political and economic events might affect the stock market
- Tax and financial planning considerations for 2025, including energy, regulation, taxes, immigration and tariffs
- Psychological factors influencing investments and various aspects of financial planning
- Retirement planning, including Roth conversions and distribution strategies
- Risk management topics, such as life insurance, disability and long-term care
Bring your questions! This 90-minute event includes time for Q&A.
Webcast is CFP eligible
Key Topics
- Personal financial planning ideas in the areas of tax, retirement, estate, investment and risk management
- Considerations in a post-election year and the impending sunset of TCJA
Learning Outcomes
- Apply tax, retirement, estate, investment and risk management planning strategies for clients.
- Determine how the impending sunset of the TCJA, changes in leadership and general financial uncertainty affect 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
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. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
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)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.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.