David Stolz

Panelist

Facilitator

Speaker

CPA/PFS, CFP, CDFA

President

Stolz and Associates

Partner in Stolz and Associates, a Wealth Management firm in Tacoma Washington. Past Chair of the American Institute of CPA's Personal Financial Planning Credential Committee Past Member of The American Institute of CPA's Personal Financial Planning Executive Committee Author of Women, Divorce and Money, Taking Control of your Finances and your Future

Sessions

PFP23101B. Building Your Tax and Financial Planning Advisory Business Workshop: PFP Business Models - True Stories from Successful CPAs cont...

PFP23102D. Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients

PFP23101A. Building Your Tax and Financial Planning Advisory Business Workshop: PFP Business Models - True Stories from Successful CPAs

PFP23102C. Building Your Tax and Financial Planning Advisory Business Workshop: Business Model Roundtables

PFP23102E. Building Your Tax and Financial Planning Advisory Business Workshop: Next Steps: Decide on Your Next Steps, Q&A, and Gain Practical Advice from the Panel

PFP2304. 5 Years Before and 5 Years After Retirement

PFP2328. Divorce Planning