Final reminder! CPA/PFS Perspectives on Offering Investment Services (May 7)


Register today for this inaugural webinar of a new quarterly series: CPA/PFS Perspectives, to be held 1 to 2:30 p.m. Eastern time May 7. This webinar features a panel of successful CPA Personal Financial Specialists who will discuss the practical aspects of offering investment services. Each panel member brings a different perspective on the topic and will discuss their experiences and answer your questions. This webinar is available free without CPE to PFP/PFS members and available for purchase with CPE for all with discounts for PFP/PFS and Tax Section members.

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