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)
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
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.
We have run our program privately for many large companies throughout the country as well as through many major universities such as The Ohio State University (OSU), New York University (NYU), Arizona State University (ASU), The University of California - Riverside (UC), The American College and The Metropolitan State University of Denver.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Rattiner's Financial Planning Fast Track, Inc., is a Review Course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course nor receive financial remuneration from Review Course providers.
Metropolitan State University is a registered program with Certified Financial Planner Board of Standards, Inc. Rattiner's Financial Planning Fast Track, Inc., is the marketing organization for the instructors who teach the program which is registered through the Metropolitan State College of Denver.
Metropolitan State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
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