• Simulcast
  • Live In-Person

The Ins and Outs of Finances with Brian Bohn 2020

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Pittsburgh 1 - All Dates
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Jul. 21, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 12 sub/0 eth PRICE Regular: $996.00
New Attorney: $498.00
Pittsburgh 2 - Debunking Common Financial Planning & Tax Myths 2020
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Jul. 21, 2020
9:00 AM
ENDTue., Jul. 21, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh 3 - The Financial Journey of Women 2020
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTThu., Jul. 30, 2020
9:00 AM
ENDThu., Jul. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh 4 - Behavioral Finance: The Effect of Emotions on Financial Goals 2020
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTThu., Aug. 06, 2020
9:00 AM
ENDThu., Aug. 06, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh 5 - Ultra-High-Net-Worth Estate Planning & Strategies 2020
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTThu., Aug. 13, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg 1 - All Dates
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Jul. 21, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 12 sub/0 eth PRICE Regular: $996.00
New Attorney: $498.00
Mechanicsburg 2 - Debunking Common Financial Planning & Tax Myths 2020
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Jul. 21, 2020
9:00 AM
ENDTue., Jul. 21, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg 3 - The Financial Journey of Women 2020
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Jul. 30, 2020
9:00 AM
ENDThu., Jul. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg 4 - Behavioral Finance: The Effect of Emotions on Financial Goals 2020
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Aug. 06, 2020
9:00 AM
ENDThu., Aug. 06, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg 5 - Ultra-High-Net-Worth Estate Planning & Strategies 2020
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Aug. 13, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia 1 - All Dates
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Jul. 21, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 12 sub/0 eth PRICE Regular: $996.00
New Attorney: $498.00
Philadelphia 2 - Debunking Common Financial Planning & Tax Myths 2020
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Jul. 21, 2020
9:00 AM
ENDTue., Jul. 21, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia 3 - The Financial Journey of Women 2020
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Jul. 30, 2020
9:00 AM
ENDThu., Jul. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia 4 - Behavioral Finance: The Effect of Emotions on Financial Goals 2020
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Aug. 06, 2020
9:00 AM
ENDThu., Aug. 06, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia 5 - Ultra-High-Net-Worth Estate Planning & Strategies 2020
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Aug. 13, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

This series of financial planning programs consists of 4 separate programs. You can take all four programs for a discount of 30% off the standard price or take each individually. To get the discount, use coupon code ALL30 at checkout.

The programs are as follows:

  • A. Debunking Common Financial Planning & Tax Myths
    You will receive an engaging and thought-provoking program that prompts you to "throw out" conventional financial planning beliefs . The speaker will cover commonly accepted heuristics of financial planning/tax law and evaluation their effectiveness and suitability. This program will cover estate planning and tax but mainly focuses on financial planning as a whole and is designed to be an intermediate level presentation.
  • B. The Financial Journey of Women
    A dynamic presentation focusing on the financial opportunities and challenges that face the female client. The majority of wealth in the US is held by women. Their needs are unique, with increased health care costs, a longer life expectancy, and family care. Financial and legal advice must be formulated differently while also considering the tax implications and strategies that can be used for your female clients. Though it mainly focuses on Women; the concepts of problem solving surpass gender. Past audience members have said the class is “appropriately bringing to light the financial challenges that face women today.” 
  • C. Behavioral Finance: The Effect of Emotions on Financial Goals
    A brand new area of finance will explore the emotions, both positive and negative, impacting financial goals. This program will help you understand your clients’ objections to your advice and illustrate how defined strategies and plans lead to improved changes of success, reduced taxes, and increased returns.
  • D. Ultra-High-Net-Worth Estate Planning & Strategies
    During this highly technical presentation, the speaker will take a deep dive into the intersection of estate planning and financial planning strategies for the Ultra-High-Net-Worth client. You will specifically receive information regarding the process of implementing estate strategies and the solutions reserved for C-Level Executives and business owners. This presentation will challenge you to think technically and at an advanced level and engage you from beginning to end.

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Practice Areas

Faculty

NameFirm/Company
Brian Bohn The Gleason Group
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
11134