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ENGAGE 2017


PFP1716 - Practitioners Panel: CPA Perspective


Jun 12, 2017 1:15pm ‐ Jun 12, 2017 2:30pm

Standard: $49.00

Description

This session will explore practitioners perspectives on the different approaches that CPA financial planners have depending on the context of their practice's focus. Hear from 3 practitioners (tax, investment management and insurance) who will discuss the analytical framework and center point of how they approach planning, interview the client, tease out the client's objectives, build rapport and design service approaches and solutions that are actionable and meet the client's needs. Further discussions will include setting up a client communication process and client education on financial planning concepts.

Speaker(s):

Tags: PFP

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