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PFP2349
Ask Me Anything about Financial Planning
Date
June 8, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
Financial planning is a broad term that can mean many things to many people. In this session our panel will provide insights and practical advice based on their experience in financial planning. As a CPA, your unique knowledge and client relationships can help make financial planning an invaluable part of your practice. This session gives you the opportunity to ask the hard questions about how to successfully work with clients to build trust and provide meaningful services to them.
Learning Objectives
- Understand the value of client planning and identify ways to define what matters most to them
- Learn how to implement planning with clients through existing relationships and nurturing new opportunities
- Recognize new financial planning needs during a clients’ journey to provide additional guidance and maintain long-term relationships
Panelists
Deanna Pickering, CPA, PFS
Financial Advisor, PMCH Wealth Advisors
CEO and Senior Wealth Advisor, Compass Capital Management, LLC
Moderator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
General
Session Categories
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