PFP24100E. Decide on Your Next Steps, Q&A, and Gain Practical Advice from the Panel

This final session will give you a chance to bring everything you need to know together, get your questions answered, and gain practical advice from the panel, including: * Review the “Building Your Tax and Financial Planning Business Checklist” * The audience will choose what areas they want to focus on from the checklist items * Panelists will share what their best piece of advice would be if they were starting again now * Panelists will share resources to support you going forward * Q&A * Decide your next step and share with the group * Wrap up the workshop

Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.