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PFP23102D
Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients
Date
June 4, 2023
$79
Standard Price
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…
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.
Learning Objectives
- Recognize how other CPAs present and deliver financial planning recommendations to clients.
- Determine methods for communicating effectively with your clients.
Panelists
Wealth Advisor, Lucent Wealth Planning, LLC
Brooke Salvini, CPA/PFS, CFP
Principal, Salvini Financial Planning
Consultant, Stolz and Associates
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Mark F. Astrinos, CPA, PFS, CFP, RLP
Principal & Founder, Libra Wealth
Dirk Edwards, CPA, JD, PFS, AEP (Distinguished)
Partner, Edwards Bradley PC
Sarah G. Bradley, CPA/PFS
Owner, Edwards Bradley PC
Moderator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
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