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.
• Identify your next steps forward.