Area of Focus Sessions

PFP2611. Options to Add Financial Planning to Your Practice

The session will cover the different options available to existing CPA firms or individual CPAs to add Financial Planning services. It will include options where the CPA manages assets as well as does planning only.

Date/Time
–
CPE Credits
0.0
Session Tags
Personal Financial Planning
Speakers
Image of Matthew Kidd

Matthew Kidd

President
Kidd Advisors
Image of Brianne Smith

Brianne Smith

Dr.
Managing member
Brianne CPA and Brianne FInancial

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