Post CFP® Education - "Rattiner On®"...

May 10, 2018                     Planning for Divorce

June 5, 2018                       Understanding and Implementing Insurance Strategies

July 17, 2018                      Using Form 1040 to Identify Financial Planning Needs and Opportunities

August 7, 2018                  Planning for Closely Held Business Owners

September 18, 2018         Life Cycle Financial Planning: Exposures and Strategies

October 16, 2018              Year-End Tax Planning Strategies

November 6, 2018            Retirement Planning Strategies and Opportunities

December 11, 2018          Estate Planning Strategies and Opportunities

January 15, 2019               Starting and Managing a Personal Financial Planning Practice

February 19, 2019            Planning for High Income Earner Clients

March 19, 2019                 Working through the Personal Financial Planning Process

April 16, 2019                    Update on Insurance, Investments, Income Tax, Retirement, and Estate Planning

All Webinars will be held from 4pm-5pm ET (1pm-2pm PT)

"Rattiner On®..." Webinar Topics

As a graduate of the Fast Track program you've enjoyed Jeff's innovative and direct instruction on how to pass the CFP® Certification Examination. You've learned from the leader and experience the mastery enjoyed by thousands of Fast Track students nationwide on a daily basis working with clients and prospects.

So why stop here? It's one thing to pass the CFP® Certification exam and earn the marks. It's another to take the knowledge you attained working with Jeff and expand upon it to an even higher level. Based on popular demand from Rattiner Fast Track students, CFP® Certificants, CPAs who regularly attend Rattiner CPE programs, and other industry professionals who have asked Jeff for one on one coaching and ongoing training, we are pleased to announce a new monthly coaching and development series called Rattiner On®. 

By attending the "Rattiner On®..."monthly webinar series, you will

  • Learn and Discuss trends in the financial industry
  • Uncover ingredients necessary for seeing the big picture and "thinking outside of the box."
  • Obtain specialized industry niche training
  • Discover the latest applications and techniques working with your clients as a Fiduciary
  • Network with your peers at the highest level on advanced topics
  • Increase your ability to earn more in the process!

The Rattiner On® series is for financial professionals interested in improving their capabilities to work with clients at the highest level and set themselves apart from the rest.

So how are you going to keep up to date and provide the planning strategies your clients have come to expect from you? Continue the learning and conversing with Jeff. Enjoy the intensity, the challenge, and the high level focused discussions you have come to expect from Jeff. Tuition for this groundbreaking educational forum, Rattiner On®, is offered at only $69 per webinar ($699 for the series of 12), a substantial discount from the $5,650 seven-class Fast Track tuition.

You already have been through or have heard of the drill from practitioners nationwide! So Sign Up Now! Capacity is limited!

Click on the registration link.