Decide on Your Next Steps, Q&A, and Gain Practical Advice from the Panel

Business Model Roundtables

Ideas for Communicating, Delivering, and Presenting Planning Recommendations to Your Clients

PFP Business Models: True Stories from Successful CPAs (continued)

PFP Business Models: True Stories from Successful CPAs

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

• Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning, LLC
• Brooke Salvini, CPA/PFS, CFP, Principal, Salvini Financial Planning
• David Stolz, CPA/PFS, CFP, CDFA, President, Stolz and Associates
• Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
• 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, Edwards Bradley PC

Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients

• Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning, LLC
• Brooke Salvini, CPA/PFS, CFP, Principal, Salvini Financial Planning
• David Stolz, CPA/PFS, CFP, CDFA, President, Stolz and Associates
• Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
• 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, Edwards Bradley PC

Building Your Tax and Financial Planning Advisory Business Workshop: Business Model Roundtables

• Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
• Brooke Salvini, CPA/PFS, CFP, Principal, Salvini Financial Planning
• David Stolz, CPA/PFS, CFP, CDFA, President, Stolz and Associates
• Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning, LLC
• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
• 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, Edwards Bradley PC

Building Your Tax and Financial Planning Advisory Business Workshop: Improving The Experience through Technology

• Mark F. Astrinos, CPA, PFS, CFP, RLP, Principal & Founder, Libra Wealth

Building Your Tax and Financial Planning Advisory Business Workshop: How to Secure, Price, and Structure the PFP Engagement

• Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
• Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®