2026 Best Financial Planning Ideas for your Clients
January 28, 2026
Live Webcast
1.5 CPE Credit
2026 Best Financial Planning Ideas for your Clients
In this webinar, Lyle K. Benson Jr., CPA/PFS, CFP, AEP, and a distinguished panel, Akemi Dalvi, CPA/PFS, CFP, and Scott Sprinkle, CPA/PFS, CFP, share top personal financial planning ideas for your clients.
Tax outlook for 2026: Impact of H.R.1 (OBBBA) and other potential changes under this administration
Investment strategies: Portfolio approaches and how political and economic developments may affect markets
Planning perspectives for 2026: Key issues in energy policy, regulation, taxes, immigration, and tariffs
Behavioral finance: Psychological factors shaping investment decisions and holistic planning
Retirement planning: Advanced Roth conversion and distribution strategies
Risk management: Protecting clients with life, disability, and long-term care coverage
Estate planning: Updating plans with a focus on tax efficiency and asset protection Bring all your questions because we will leave time for Q&A in this 90-minute event.
Learning Objectives
Distinguish tax, retirement, estate, investment, and risk management planning strategies for clients.
Determine how H.R. 1 (also known as OBBBA) and general financial uncertainty affects planning for your clients.
Major Topics
Personal financial planning ideas in the areas of tax, retirement, estate, investment, and risk management
Considerations of the impact of H.R.1 (also known as OBBBA)
CPE Credits Available
1.5 CPE Credit
1.5
Specialized Knowledge
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Future Ready
Prerequisites
Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts
Advanced Preparation
None
Intended Audience
Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
