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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):

  • Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants

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