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ENGAGE 2020


PFP20101B - Building a Tax and Financial Planning Advisory Business Workshop - Day 2


Jun 7, 2020 8:00am ‐ Jun 7, 2020 5:00pm

Description

Tax, Retirement, Estate, Risk Management & Investments

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
• Where are they now?
• Presenting and Communicating a Financial Plan to Your Clients (Case Studies)
• Next Steps: Practical Advice from the Panel and Q&A

Speaker(s):

  • Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning,LLC
  • Dirk L. Edwards, CPA, JD, PFS, Edwards Consulting LLC
  • Michael S. Goodman, CPA, PFS, President, Wealthstream Advisors, Inc.
  • Brooke Salvini, CPA, Principal, Salvini Financial Planning
  • Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC
  • David Stolz, CPA, PFS, President, Stolz and Associates P.S.
  • Susan Tillery, CPA/PFS, AEP® (Distinguished) Nominee, President, Paraklete® Financial, Inc. and Financial Planning Advocate, LLC
  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, owner, Blue Ocean Strategic Capital, LLC
Tags: PFP
Category: Pre-Conference Optional Workshop (Additional Fee)

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