From Risk to Resilience: Disaster Planning for CPA Financial Planners
In this vital webinar, experts offer financial considerations and solutions to help individuals and families prepare for and recover from wildfires, floods, hurricanes, cyber incidents, and more.
Format
Webcast
Date
Apr 20, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Charlene Parkinson, Mitch Freedman, Pamela Ladd
Availability
3 months
Product Number
WC5263422
In an era of increasingly frequent and severe natural disasters, CPA financial planners can play a critical role in helping clients prepare for, withstand, and recover from disruptive events.
This webcast gives CPA financial planners a practical framework for helping clients prepare for and recover from disasters.
Advisers will learn how to:
- Assess a client’s exposure
- Build an actionable readiness plan
- Evaluate insurance adequacy across property and casualty, liability, disability, life, and cyber risks
The webcast also covers:
- Structuring liquidity for short‑term needs
- Applying key tax‑relief rules to real‑world scenarios
- Coordinating a post‑event recovery plan that brings together insurers, advisers, and family decision‑makers while safeguarding clients from fraud and identity theft
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
- Disaster risk assessment and readiness planning
- Insurance adequacy and common coverage gaps
- Short term liquidity and cash flow contingency strategies
- Emergency funds, credit access, and portfolio playbooks
- Tax relief rules for federally declared disasters
- Coordinating post-event recovery and fraud prevention
Learning Outcomes
- Determine a client’s potential disaster exposure and translate it into an actionable readiness plan.
- Determine insurance adequacy (property, liability, disability, life, and cyber).
- Identify common coverage gaps.
- Calculate liquidity and cash flow contingencies (emergency funds, credit access, and portfolio playbooks) for short-term needs.
- Apply key tax relief rules and timelines (e.g., federally declared disaster areas, casualty/loss, retirement distribution relief) to client scenarios.
- Determine a post-event recovery plan that coordinates insurers, advisers, and family decision-makers while protecting against fraud and identity theft.
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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