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ENG201.01
ENG201.01. Common Questions from Clients amid the Pandemic
Date
June 8, 2020
$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 ENGAGE 2020)
This includes sessions from ENGAGE 2020:
Clients are looking to their CPA financial planners for answers. They are asking about their investments, the market, volatility, and tax planning opportunities, as well as other financial planning concerns. You will hear from two CPA financial planners who will share effective communication techniques when dealing with clients during a crisis, as well as how they respond to the common questions clients are asking.
Learning Objectives:
· Learn communication techniques to help clients deal with the stress from the pandemic.
· Understand how to discuss investment planning in a volatile market with your clients.
· Discuss tax planning opportunities related to the Cares Act.
Learning Objectives:
· Learn communication techniques to help clients deal with the stress from the pandemic.
· Understand how to discuss investment planning in a volatile market with your clients.
· Discuss tax planning opportunities related to the Cares Act.
Learning Objectives
- Learn communication techniques to help clients deal with the stress from the pandemic.
- Understand how to discuss investment planning in a volatile market with your clients.
- Discuss tax planning opportunities related to the Cares Act.
Speakers
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Consultant, Stolz and Associates
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