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Using Form 1040 to Identify Financial Planning Needs and Opportunities with Jeff Rattiner
This session will help you discover why the Form 1040 is the best tool to meet with potential clients by allowing you to uncover client exposures and weaknesses. You’ll learn how to apply specific financial planning strategies to various disciplines in performing modular or comprehensive financial plans, and how to explain what the planning ramifications of each line item on the Form 1040 represent and the existing and future tax benefits. Advisors will learn how to navigate the Form 1040 to ensure that client objectives are being met, and be able to identify red flags and potential future problems that may arise if not corrected.

Oct 15, 2020 12:00 PM in Mountain Time (US and Canada)

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