What You Should Know About Financial Planning

Jeff Rattiner, MBA, CPA, CFP, has been a dedicated, intense, witty, and passionate speaker on many financial planning topics for well over three decades. An established author, sort after lecturer, and industry guru, Jeff provides program attendees with the financial planning knowledge needed to help assess and identify issues while determining potential financial exposures and concerns. These tools will help create a winning environment and game plan consisting of recommendations and solutions to help financial professionals, consumers, and those who wish to develop a strong background and skills et on financial planning issues to approach an even higher level.

Rattiner has authored nine books on financial planning subject matter and is a leading authority and sought-after speaker in the industry. He wrote “Rattiner’s Secrets of Financial Planning,” “Rattiner’s Review for the CFP Certification Examination - Fast Track Study Guide,” “Rattiner’s Financial Planner’s Bible,” and “Personal Financial Planning for Divorce” for John Wiley & Sons. He authored “Getting Started as a Financial Planner” for Bloomberg Press, Financial Planning Answer Book for CCH/Wolter Kluwers.

Jeff will present “What You Should Know About Financial Planning.” Jeff Rattiner presents the big picture of financial planning and shows what can be accomplished in the long term.

  • Explore the full spectrum of financial planning issues
  • Discover the steps of the retirement planning process
  • Gain an understanding of the exposures and today’s realities of estate planning
  • How to prepare for the unexpected: Divorce planning, redesign your financial planning later in life

Attendees will gain an understanding of what the critical issues are now, as well as the need to prepare to help identify, evaluate, and determine specific solutions to manage and grow your overall financial situation to the next level!

Jeff Rattiner, CPA, CFP, MBA
JR Financial Group
Voice: 720-529-1888
Email: jeff@jrfinancialgroup.com
URL: www.jrfinancialgroup.com

Virtual UMGC Financial Wellness Day is free and open to the public. Register for Financial Wellness Day 2023.

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