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
- Wrap up the workshop
- Determine your vision for your financial planning practice.
- Identify your next steps forward.
NASBA Field of Study
Business Management & Organization
3-4 years in the Profession