From Tax Advisor to Wealth Manager: The Road Best Traveled -- Jan. 17, 2010
This all-day pre-conference session at the 2010 AICPA Advanced PFP Conference will focus on how to integrate retirement (how to ensure clients reach their goals), estate planning (solutions available and what works best), investment (how to build portfolios whether you manage assets or you oversee the process) and insurance planning (how to ensure clients are getting the best products available at the best rate) into your tax practice. The day will end with a panel of experts who will share how they have done it and answer attendees' questions. Click here to learn more and register (optional workshops tab). PFP members receive $300 off the regular price.
This story published in Financial Planning Digest on 10/20/2009
Upcoming events for CPA financial planners
Tuesday, August 18, 2009
2010 AICPA Advanced PFP Conference
Tuesday, July 21, 2009
Register for upcoming Web seminars
Tuesday, July 21, 2009
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