Description
Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this. Stepping into an expanded role to offer tax and planning advisory services requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in tax and planning advisory services.
Get ready to:
- Learn about the future of services to individuals
- Explore numerous business models
- Learn from CPAs who have built practices that provide the highest client value
- Learn tips to effectively communicate with clients use case study examples
- Hear from compliance, technology and practice management experts
- Gain expert guidance you need to be successful in providing PFP services
Day 2 Topics Include:
- How to Get Started
- Practical Approach to Client Meetings
- Technology Topics for PFP
- Business Model Roundtables
- The Financial Planners' Retainer: A Compensation Model that Works
- Presenting and Communicating a Financial Plan to Your Clients
- Next Steps: Practical Advice from the Panel and Q&A
This workshop is not part of the all access pass, and will not be offered virtually.
Speaker(s):
- Jean-Luc
Bourdon,
CPA, PFS,
Wealth Advisor,
Lucent Wealth Planning, LLC
- Joel
P. Bruckenstein,
CFP,
President,
Technology Tools for Today (T3)
- Dirk
Edwards,
CPA, JD, PFS,
Partner,
Edwards Bradley PC
- Deborah
Fox,
CEO & Founder,
Fox Financial Planning Network
- Michael
E. Goodman,
CPA, PFS, CFP,
President,
Wealthstream Advisors, Inc.
- Brooke
Salvini,
CPA/PFS, CFP,
Principal,
Salvini Financial Planning
- Theodore
Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Capital One/United Income
- Scott
K. Sprinkle,
CPA/PFS, CGMA, CFP,
Managing Member,
Sprinkle & Associates LLC
- David
Stolz,
CPA, PFS,
President,
Stolz and Associates
- Susan
M. Tillery,
CPA/PFS, AEP, (Distinguished),
President & CEO,
Paraklete Financial, Inc. and Financial Planning Advocate, LLC
- Chris
Wentzien,
CFP®,CPA/PFS, MBA,
Principal,
Natural Bridges Financial Advisors LLC
