Financial planning is often an afterthought while CPAs and tax professionals are servicing clients. With the $1.9 trillion American Rescue Plan providing an expansion of the child tax credit, parents will receive $3,600 for children under the age of six and $3,000 for children ages six to seventeen.

This webinar will explore ways financial professionals can help families by educating them on how recent changes will affect them, helping them assess their financial goals, and leveraging the tax code to meet those goals.

Learning Objectives:

• Plan how you'll have the conversation with clients on the “why”


• Determine how to help clients gain clarity on what their financial vision is


• Recognize how to use the STAR method to equip clients with confidence and actionable items


• Plan to use the SMART goal setting method to help clients map a plan to meet goals


• Identify strategies to educate clients and upsell financial plans