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Free! 30-Minute Webinars on Using Year-End Planning Tools
2012 presents an unprecedented opportunity for you to differentiate your firm and services and assist your clients with financial planning needs. With potential changes to estate and tax laws, a plan needs to be in place to trigger in order to ensure that no opportunities are missed. In these web seminars (offered Nov. 7, Nov. 15 or Nov. 29 from 1 to 1:30 p.m. ET), leading practitioners will share useful insights on using Forefield Advisor and the Proactive Planning in Preparation for 2013 Toolkit to assist your clients through year-end planning. The AICPA PFP Division recently opened these popular tools at no charge until Dec. 31 (visit aicpa.org/PFP/YearEnd) to help you educate and plan for your clients now. PFP/PFS members already have access to these resources as part of their membership.

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