November 29, 2022


2 Total CPE Credits


Personal Financial Planning Update: Insurance Issues-Diagnosing Exposures and Developing Solutions

Learning Objectives

  • Understand the many exposures associated with various types of risk
  • Learn how to assess, evaluate and diagnose proper insurance strategies
  • Review how to apply practical solutions to mitigate risks
  • Learn about the distinct types of products in the marketplace, policy specifics, the ability to quantify an appropriate amount of insurance to ensure adequate coverage, underwriting issues, regulatory concerns, potential exposures, and the tax consequences of each type of insurance

Major Topics

Overall insurance concerns affecting
  • Various risks surrounding the client and how to manage them
  • Different types of products in the marketplace

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course


A basic understanding of insurance

Advanced Preparation


Intended Audience

CPAs, financial advisors and industry professionals.


California Society of CPAs

This event has ended.