Planning for individuals, families and business owners in the areas of tax, retirement, estate, investment and risk management is growing twice as fast as traditional accounting services. Now is the opportune time for you to demonstrate your value by offering integrated services for your clients. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in personal financial planning services.
Get ready to:
Explore numerous personal financial planning business models
Learn from CPAs who have built practices that provide the highest client value
Learn tips to effectively communicating with clients use case study examples
Hear from compliance, technology and practice management experts
Gain expert guidance you need to be most successful in providing PFP services