November 29, 2022


2 Total CPE Credits


Financial Planning: Identifying, Evaluating and Solving Technical Issues in the New Norm!

Learning Objectives

Find out what leading practitioners in our profession say where we are and where we are going and why, during this new norm. Learn how to identify, evaluate, and provide recommendations in this forging environment during the new norm.
  • Learn how to structure your practice to cover all of the financial planning bases and anticipating strategies for future changes
  • Determine how to educate, communicate and provide well-thought-out financial plans for your clients
  • Determine how your clients can best manage their cash flow and budgeting during the New Norm

Major Topics

  • Cash Flow Management and Budgeting
  • Insurance
  • Investments
  • Education
  • Income tax
  • Retirement
  • Estate Planning
  • Closely-Held Business Owners
  • Marriage, Cohabitation and Divorce

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course


Basic understanding of financial issues.

Advanced Preparation


Intended Audience

CPAs, financial planners, and industry professionals including banking, business & industry, consulting, and education.


California Society of CPAs

This event has ended.