Austin and Lindsay 6

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

In this session, Hannah and the clients will be engaged in their sixth meeting where Hannah and the clients will review outstanding action items, including cash flow planning, life insurance and estate planning. The client will also provide updates on key financial decisions they are making.

Course learning objectives:

• Recognize cash flow management techniques
• Review life insurance recommendations
• Differentiate characteristics, uses and taxation of investment vehicles
• Identify types of retirement plans and impact on client situations
• Identify key estate and incapacity planning documents
• Recognize client and planner attitudes, values and biases

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.