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Concurrent Session Onsite and Online

PFP2349. Ask Me Anything about Financial Planning

Financial planning is a broad term that can mean many things to many people. In this session our panel will provide insights and practical advice based on their experience in financial planning. As a CPA, your unique knowledge and client relationships can help make financial planning an invaluable part of your practice. This session gives you the opportunity to ask the hard questions about how to successfully work with clients to build trust and provide meaningful services to them.

Learning Objectives:

  • Understand the value of client planning and identify ways to define what matters most to them
  • Learn how to implement planning with clients through existing relationships and nurturing new opportunities
  • Recognize new financial planning needs during a clients’ journey to provide additional guidance and maintain long-term relationships
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Session Tags