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AICPA & CIMA ENGAGE 2023

PFP23102E - Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients


Jun 4, 2023 12:55pm ‐ Jun 4, 2023 2:30pm


Description

You will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.

Panelist(s):

  • Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning, LLC
  • Dirk Edwards, CPA, JD, PFS, Partner, Edwards Bradley PC
  • Brooke Salvini, CPA/PFS, CFP, Principal, Salvini Financial Planning
  • Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC
  • David Stolz, CPA/PFS, CFP, CDFA, President, Stolz and Associates
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Moderator(s):

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