0      0

Advanced Personal Financial Planning Conference 2016


LL8 - How to Use Forefield Advisor: A Resource to Help You Save Time and Serve Clients


Jan 19, 2016 1:20pm ‐ Jan 19, 2016 1:40pm

Description

One of the many benefits to membership in the AICPA PFP Section is access to the Forefield Advisor website and its many resources. Forefield Advisor is a treasure trove of information that will save financial planners significant time in communicating with and educating their clients. Content is written by CPAs and attorneys in lay terms and can be quickly distributed to your clients when a new tax law is enacted or when you simply want to communicate the pros and cons of implementing a grantor retained annuity trust, for example. Attend this session to learn all that this tool has to offer, including how to save significant time and demonstrate value to clients.                                               

Speaker(s):

  • Dan Snyder, CPA/PFS, ChFC, Senior Manager - Personal Financial Planning (PA) Advisory Services and Credentialing, Association of International Certified Professional Accountants

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content