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PFP23102E
Building Your Tax and Financial Planning Advisory Business Workshop: Next Steps: Decide on Your Next Steps, Q&A, and Gain Practical Advice from the Panel
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…
This final session will give you a chance to create your game plan forward, get your questions answered, and gain practical advice from the panel, including:
- Bring everything you have learned together with the “Building Your Tax and Financial Planning Business Checklist”
- Panelists share what their best piece of advice would be if they were starting again now
- Hear about resources to support you going forward
- Create “Your Vision & Quarterly Rocks” document to capture your plan forward
- Share your plans and top takeaways with each other
- Q&A
- Wrap up the workshop
Learning Objectives
- Determine your vision for your financial planning practice.
- Identify your next steps forward.
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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