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This engaging session will highlight how the services to individuals are continuing to change as tax reform drives new and far ranging conversations. Don’t just read the data, use trends in demographics, technology, and client expectations to make decisive and proactive changes today. Attend this session to gather ideas to continue to be that primary point of contact and position your firm securely for your current and future clients.
Learning Objectives:
- Recognize the opportunity that tax reform presents to meet personal finance needs
- Understand how consumers perceive these services
- Identify ways to leverage key trends to make proactive decisions that will affect your firms future
- Discuss key resources to better help CPAs be successful with individuals
Speaker(s):
Mark
F. Astrinos,
CPA, PFS, CFP, RLP,
Principal & Founder,
Libra Wealth
