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2023 Best Financial Planning Ideas for Your Clients


Financial planning strategies for 2023 (bold)

Rising interest rates, high inflation, market volatility, and uncertain times call for greater client proactivity and different planning strategies.

Hear how leading CPA financial partners are preparing for the year ahead in topics areas such as:
– What they are doing as a result of tax legislative changes
– How they are continuing to deepen relationships and elevate the experience for their clients

Key areas (bold)

Also hear about financial planning strategies they are considering for clients in the areas of:
– Tax
– Estate
– Retirement
– Investments
– Risk management
– Charitable planning
– Education planning

Learning Objectives

*Identify ideas in The areas of tax, retirement, Estate, investment, and Risk management planning to consider for your clients in The year ahead *Determine The Latest with tax law changes that affect individuals

Major Topics

•Determine planning techniques to consider for individual clients •understand tax law changes relevant to individual clients

Course Level
Professional Area of Focus
Future Ready
CPE Field of Study
Specialized Knowledge
Who Should Attend

*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


Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

Advanced Preparation


Online – AICPA Platform
Event Information
Feb 13, 2023
1:00 pm - 3:00 pm EDT
Online – AICPA Platform
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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2023 Best Financial Planning Ideas for Your Clients

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