Module One

Financial Planning

Focus on data gathering methods to assist the client/donor in "discovering" their current financial position while establishing or clarifying their personal objectives going forward. To properly equip the student for this task, the course addresses:

  • Personal balance sheet
  • Cash flow requirements
  • Common income tax strategies
  • Legacy issues/estate planning basics
  • Accumulating wealth/investment basics
  • Retirement planning-qualified plans-types and issues
  • Building projections via present and future value calculations
  • Questioning techniques
  • Risk management
  • Investment basics

Ultimately, the course focuses on interpreting the data gathered and the introduction of those charitable gift strategies which may compliment the client’s overall objectives.

Dates: September 21-22, 2020 8AM-5PM Via Zoom Course Number: 0101
Fee: $975.00