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PFP23102B - Building Your Tax and Financial Planning Advisory Business Workshop: Improving The Experience through Technology

‐ Jun 4, 2023 11:00am

  • Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.)
  • Major industry trends
  • Emerging technologies
  • Hear how panelists chose their technology stack
  • Q&A
  • Reflection time for participants

Learning Objectives:

  • Recognize the technology landscape in personal financial planning services.
  • Determine the key software you need to provide these services.
  • Distinguish how other CPAs have chosen their technology stack.
  • Identify the software that resonates most for how you want to proceed.





Pre-Conference Optional Workshops Additional Fee

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