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Pre-Conference Optional Workshop Additional Fee

PFP22101B4. Where are They Now?

To submit a question or participate in polling, click the link above. Three graduates will share their stories of progress since completing the workshop.

Learning Objectives:

  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Session Tags
PFP