Client-oriented webinar: Take Charge of Your Financial Future


Invite your clients to this free client-oriented webinar from 1 to 2 p.m. ET tomorrow, where leading CPA financial planners Jean-Luc Bourdon, CPA/PFS, and Susan Bruno, CPA/PFS, will walk through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams. In light of financial uncertainty caused by the fiscal cliff, a weak economy and ongoing tax changes, this New Year is the perfect opportunity to set goals and proactively plan for your financial future. This is your money and your life; now is the time to turn your focus to creating or updating your comprehensive personal financial plan, including retirement, estate, tax, investment and insurance planning. No CPE will be offered. Register now!

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