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, estate planning, investment and insurance planning into your tax practice. The day will end with a panel of experts who will share how they have done it and answer all of your questions. Click here to learn more and register (optional workshops tab). PFP members receive $300 off the regular price.

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