Description

Clients are looking to their CPA financial planners for answers. They are asking about their investments, the market, volatility, and tax planning opportunities, as well as other financial planning concerns. You will hear from two CPA financial planners who will share effective communication techniques when dealing with clients during a crisis, as well as how they respond to the common questions clients are asking.

Learning Objectives:

• Learn communication techniques to help clients deal with the stress from the pandemic.
• Understand how to discuss investment planning in a volatile market with your clients.
• Discuss tax planning opportunities related to the Cares Act.

Speaker(s):

• Dave Stolz, CPA, PFS, President, Stolz and Associates
• Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Category: Concurrent Session Online