PFP2439. Investment Best Ideas Panel

As CPAs and comprehensive planners, we can bring a financial view to our clients that no one else can. Learn how to leverage your knowledge and the expertise of others to help support your clients’ needs. Find out from a panel of advisors and practitioners how to assist and add value for both you and your clients.

Learning Objectives:

• Differentiate concepts to generate tax alpha.
• Identify the value of asset location in where to purchase investments in various types of accounts.
• Compare ideas about investing during a presidential election year.
• Analyze asset allocation, considering where advisors are putting money now.
• Apply sound investment principles and discipline to assist clients versus partaking in investment gambling and underperforming market strategies.