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2023 Best financial planning Ideas for your clients

Mar 19, 2023 · 74.7 KB Download

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With continuing uncertainty in the world, it is helpful for us all to think about what we can control in this environment. Lyle Benson, CPA/PFS, recaps the best financial planning ideas from a January webcast with Michael Goodman, Scott Sprinkle, and Sue Stevens. You can use these thoughts and planning strategies to guide the certainty that you can give clients during this time. Topics include:

  • Income tax planning

  • Estate planning

  • Investments

  • Retirement planning

PFP/PFS members can access the webcast recording

Download the 2023 Best financial planning ideas for your clients

File name: benson-epr-the-journal-03-23.pdf

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