Transcript Sample Presentation for Promoting CPA Financial Planner

Creating A Strong
Financial Plan
LOGO
Phone # & URL
FPO
PLANNING FOR THE ROAD AHEAD
•
Focus on your specific needs
and goals
•
Use those to shape decisions
on your investment,
retirement, education, taxes,
insurance and estate planning
•
The path to financial security
can be challenging
WHAT TO EXPECT IN A FINANCIAL PLAN
• A customized, unbiased proposal based on your unique needs,
resources and goals
• Practical strategies to navigate the complexities of your financial
life, building on strengths and addressing weaknesses
• Flexibility to handle the good, bad and unexpected in personal
and professional lives
• Help monitoring and revising to meet your goals as well as your
lifestyle
A CPA FINANCIAL PLANNER’S APPROACH
• Integrate tax considerations within the entire financial plan
• Consider how decisions affect other areas of the plan
• Identify and address areas of risk in the plan
• Apply all of the objectivity, integrity and diligence you expect from
a CPA
WHAT ARE YOUR NEEDS
A clear understanding of
where you are, and where
you want to be
• Income tax planning and
preparation
• Estate planning
• Retirement planning
• Investment planning
• Education planning
• Strategic business planning
and consulting
• Risk management planning
INCOME TAX PLANNING & PREPARATION
Impacts of tax-law changes
Short-and long-term
planning
Reducing future liability
Dealing with the IRS
ESTATE PLANNING
Review wills, trusts and
retirement plans
Keep all documents up
to date
Preserve assets for the
next generation and
reduce tax liability
Honor your wishes
RETIREMENT PLANNING
What does your retirement
dream look like?
How much is needed to
get there?
Primary sources of retirement
income and distribution models
Tax-efficient financial choices
can be considered
INVESTMENT PLANNING
Risk tolerance
Asset allocation and cash
flow
Investment options
Tax implications
Strategies for financial
setbacks or windfalls
EDUCATION PLANNING
Strategies for consideration
Tax credits and deductions
Involving your children
Updating your plan to reflect
life event changes
BUSINESS PLANNING
A realistic business plan
Organizational structure
Financing
Employee benefits, executive
compensation, retirement
plans, insurance and other
considerations
Integration with personal
financial goals and plan
RISK MANAGEMENT PLANNING
Protection of assets
Understanding liability in
business ventures
Impact of loss on
income or assets
World events, both
natural and man-made
SELECTING A FINANCIAL PLANNER
Relationship and trust
Education, qualifications and credentials
Complex tax knowledge
Year-round availability
QUESTIONS
THANK YOU
LOGO
Phone # & URL
FPO