PFP25102. Roadmap To Start A Financial Planning Practice

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** This workshop will provide a review of the recently updated "Roadmap to Starting a Financial Planning Practice" document, which outlines the most popular paths to establishing a successful financial planning practice. Participants will gain insights from three CPAs who have built thriving practices: one transitioning from tax compliance to financial planning, another focusing solely on financial planning, and a third managing both financial planning and investment assets. The session will also include an outline of ENGAGE+ and ENGAGE sessions, along with other AICPA resources to support the journey of adding a personal financial planning practice.