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201
Using the Tax Return to Uncover PFP Opportunities
Date
May 24, 2016
$49
Standard Price
The individual income tax return is a goldmine of information that will allow you to launch a financial planning practice with ease or, put another way, to become invaluable to your client and get more client referrals than ever before. Attendees will learn:
• What information in the personal income tax return other planners would love to get their hands on
• How asking simple questions can make you become your clients’ best resource for services throughout the year
• Why PFP is the natural fit for the future, for small practitioners wishing to provide tax services
Speaker
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
Tracks
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