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PFP2346
Investment Best Ideas Panel
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:
As CPAs we can bring a comprehensive financial view to our clients like no one else can. Learn how to leverage your knowledge and the expertise of others to help support your clients’ needs. Find out from a panel of advisors the value of dual licensing and what it means to the future success of you and your clients.
Learning Objectives
- Understand the importance of financial planning for clients based on life stages, needs, and goals
- Learn the value of diversification as it relates to planning and investments
- Understand the differences in income distribution – market vs. guarantees
- Learn the value of dual licensing and the value it provides to your clients
Speakers
Executive Vice President, Market Strategist, PIMCO
Deanna Pickering, CPA, PFS
Financial Advisor, PMCH Wealth Advisors
Stephen M. Horan, Ph.D., CFA, CIPM, CAIA
Executive Director, Financial Planning Review
General
Session Categories
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