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PFP23102E - 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
This final session will give you a chance to create your game plan forward, get your questions answered, and gain practical advice from the panel, including:
Bring everything you have learned together with the “Building Your Tax and Financial Planning Business Checklist”
Panelists share what their best piece of advice would be if they were starting again now
Hear about resources to support you going forward
Create “Your Vision & Quarterly Rocks” document to capture your plan forward
Share your plans and top takeaways with each other
Q&A
Wrap up the workshop
Learning Objectives:
Determine your vision for your financial planning practice.