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:

• Better understand concepts to generate tax alpha.
• Learn the value of asset location in where to purchase investments in various types of accounts
• Thoughts about investing in a Presidential election year.
• Learn the importance of asset allocation, and what are advisors putting money now?
• Learn how to assist clients with sound investment principles and discipline vs partaking in investment gambling and underperforming market strategies.