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AICPA & CIMA ENGAGE 2023

PFP23102A - How to Secure, Price, and Structure the PFP Engagement


Jun 4, 2023 8:00am ‐ Jun 4, 2023 9:15am


Description

* Review engagement activities as defined by the _Statement on Standards in Personal Financial Planning Services, No. 1_ * Discuss methods to identify your ideal client and secure the PFP engagement * Determine how to price the PFP engagement * Walk through how to structure typical client meetings included in the PFP engagement: * Initial complementary consultation and data gathering * Creation of Statement(s) of Financial Position and Cash Flow * Estate planning * Risk management planning * Investment planning * Retirement/Financial independence planning * Planning for ancillary services like education and elder planning

Speaker(s):

  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®
Tags: PFP

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