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ENG2107 - ENG2107. Best Ideas For You, Your Practice, and Your Clients

Jul 27, 2021 11:15am ‐ Jul 27, 2021 12:30pm

Standard: $49.00


What have we learned from the past 15 months of living through a life changing pandemic? How has it changed the world around us in temporary and permanent ways? What does it mean for your firm and practice? Have you thought about what it looks like going forward? How has it impacted your clients and their perspective of their lives, goals, ambitions and future direction?

This session will give you the perspectives on these questions from three of the thought leaders in the CPA Financial Planning Profession. These leaders have been thinking deeply about these issues from Day One of the pandemic through their own firms, study groups, and various webinars and conference presentations. Now, as we hopefully see some light at the end of the COVID tunnel, how do we capture the lessons learned from this experience to make our firms, our clients lives, and us better?

Learning Objectives:
  • Identify critical pandemic impacts to your firm and how you can prosper going forward.
  • Recognize client post-pandemic concerns and how to deepen client relationships using life planning concepts.
  • Recognize the value of focusing on both client and technical perspectives in client discussions on retirement, income tax, estate planning and other financial planning.
  • Review how the future of the financial advisory profession has changed from our collective pandemic experiences.


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