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Pre-Conference Optional Workshops Additional Fee

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.
CPE Credits
NASBA Field of Study
Business Management & Organization
3-4 years in the Profession
Advanced Preparation
Session Tags