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Video

  • 15 minutes

Goals-Based Financial Planning

 

The CFP® process is the typical starting point.

In financial planning, goals-based planning is the backbone for all decisions, such as risk management, estate planning, etc. The process in its simplest form gathers data about the client’s goals and financial situation, including all necessary documents, including estate documents, and then analyzes the data and matches recommendations with client goals. This video reviews what data needs to be collected and how estate planning is incorporated.

Runtime: 14 minutes
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Agenda

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Faculty

Steven Beck, J.D., CFP®

Steven Beck, J.D., CFP®

ARGI

  • Estate planning specialist at Argi Financial Group
  • Leads Estate Planning Group at Argi and member of Family Office Team
  • Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
  • Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
  • J.D. degree, University of Kentucky, CFP®
  • Can be contacted at [email protected] or 502-753-0609
Matt Watkins, J.D., LL.M.

Matt Watkins, J.D., LL.M.

ARGI

  • Financial advisor and general counsel for Argi Financial Group
  • Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
  • Regular public speaker on legal, tax and financial matters
  • Seven years’ experience in financial services industry
  • Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
  • J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
  • Can be contacted at [email protected] or 502-753-0609
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