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PFP2346 - Investment Best Ideas Panel

‐ Jun 8, 2023 2:45pm

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



Concurrent Session Onsite and Online

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