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PFP23102B
Building Your Tax and Financial Planning Advisory Business Workshop: Improving The Experience through Technology
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…
- Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.)
- Major industry trends
- Emerging technologies
- Hear how panelists chose their technology stack
- Q&A
- Reflection time for participants
Learning Objectives
- Recognize the technology landscape in personal financial planning services.
- Determine the key software you need to provide these services.
- Distinguish how other CPAs have chosen their technology stack.
- Identify the software that resonates most for how you want to proceed.
Speaker
Mark F. Astrinos, CPA, PFS, CFP, RLP
Principal & Founder, Libra Wealth
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