The Financial Planning Edge: Mastering Insurance, Investments, and Taxes
Session details
- includedSession
- false
- created
- 2026-02-12T19:08:03.840Z
- createdBy
- Import
- lastModified
- 2026-02-12T19:08:03.840Z
- lastModifiedBy
- Tech@westerncpe.com
- id
- 9ac7d1c1-28e5-482a-9c6f-b9f8a0d2e5f2
- virtual
- false
- event
- {"id":"17ab56f9-8039-4634-a89c-e3ed30f8c7a3"}
- title
- The Financial Planning Edge: Mastering Insurance, Investments, and Taxes
- code
- 26CTestEvent-LE31
- category
- {"id":"43a260bc-912a-42c4-ac42-dce049f98933","name":"Finance"}
- type
- {"id":"9ac7d1c1-28e5-482a-9c6f-b9f8a0d2e5f2","code":"26CTestEvent-LE31","name":"Session"}
- location
- {"id":"8f90367d-7d3e-48ab-bd5d-c578d82257f1","code":"Conference Room 3","name":"Conference Room 3"}
- description
- The old rulebook for financial planning doesn't work anymore. This eye-opening workshop shows you how to help clients navigate a world where traditional assumptions about retirement, investing, and financial security have been fundamentally challenged.Many clients are still operating with outdated expectations, believing they can retire as planned or achieve financial goals using strategies that worked in previous decades. As their trusted advisor, you can help them adapt to this new reality before it's too late.In this comprehensive session, you'll discover:• Why standard "rules of thumb" fail in today's economic environment• Fresh approaches to analyzing client situations when traditional metrics fall short• How to spot critical warning signs in client financial plans before problems emerge• Innovative tax planning strategies that reflect current legislative realities• Insurance and risk management techniques for unprecedented uncertainty• Investment approaches adapted for today's volatile marketsThe workshop equips you with:• A structured framework for evaluating all aspects of client financial situations• Analytical tools to extract planning opportunities directly from tax returns• Communication strategies for delivering difficult financial realities to resistant clients• Actionable methods to revise outdated financial plans for current conditionsDesigned for: Financial professionals who want to provide truly valuable guidance in an era of economic and regulatory uncertainty. You'll leave with practical approaches to help clients achieve financial security despite today's challenging environment.
- start
- 2026-02-15T16:30:00.000Z
- end
- 2026-02-15T18:10:00.000Z
- status
- Active
- enableWaitlist
- false
- capacity
- 120
- capacityUnlimited
- false
- virtualCapacityUnlimited
- true
- timezone
- America/Denver
- displayOnAgenda
- true
- featured
- false
- openForRegistration
- true
- openForAttendeeHub
- true
- presentationType
- Course
- order
- 1
Registrations
0No registrations returned for this session.