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With 10,000 baby boomers turning 65 each day and $30 trillion in wealth transferring over the next 20 years, individuals, families, and business owners have a growing need for their trusted adviser to guide them through the complexities.
Research has shown that these clients and prospects want their adviser to be their primary point of contact who can integrate their full spectrum of personal finance needs throughout their lives and CPAs are perfectly positioned to do this.
Stepping into an expanded role to offer tax and financial planning services is a meaningful venture as most CPAs find that these services provide fulfillment and value for their clients and themselves.
If you’re up for the opportunity, this two-day seminar will give you the tools you need to get underway in offering tax and financial planning services.
Ted Sarenski, CPA/PFS, CFP®, AEP, has gotten a taste for providing PFP services in a larger CPA firm and on his own. He also has experience with selling his business and reaping the rewards. He provides fee-only financial planning and investment services.
Jean-Luc Bourdon, CPA/PFS, CFP®, runs a fee-only financial planning and investment management firm affiliated with a Turnkey Asset Management Provider. He previously created a Registered Investment Adviser (RIA) entity for a CPA firm.
Dirk Edwards, CPA/PFS, JD, runs a fee-only personal financial planning practice, offering integrated planning and tax services. His firm does not manage assets or sell products.
Michael Goodman, CPA/PFS, CFP®, built his fee-only investment advisory and financial planning practice from scratch early in his career. He runs a company serving high net worth individuals.
Brooke Salvini, CPA/PFS, CFP®, is the principal of a registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning.
Scott Sprinkle, CPA/PFS, CFP®, runs a traditional CPA practice alongside a registered investment adviser entity. He offers a full scope of tax and financial planning services, and charges a mix of hourly, retainer and assets under management fees.
David Stolz, CPA/PFS, CFP®, ran a traditional tax practice that shifted to a wealth management firm. He works with high net worth individuals in the areas of tax preparation, investment consulting, divorce consulting, and financial planning.
Susan Tillery, CPA/PFS, leads an integrated fee-for-service personal financial planning practice. Her firm does not manage assets or sell products. She works with a team of advisers and offers a multi-family office approach for her clients.
BMO (Business Management & Operations)
CSA (Computer Science& Applications)
12:30-2:35pm – General Session, BMO
There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients. A panel of successful practitioners in the most common business models in the CPA profession will share how they built their practice to provide the highest value for clients while also running a successful business. This session will cover the following topics:
2:50-3:40pm – General Session, BMO
Panel of Experts
Continuation of session one.
3:45-5:50pm – General Session, BMO
Ellen M. Bruno, CPA/PFS, President, Compliance Advisor Professionals LLC, Berkley, MA
Ted Sarenski, CPA/PFS, CFP®, AEP, Wealth Manager, Capital One, Syracuse, NY
8:00-9:15am – General Session, BMO
Susan Tillery, CPA/PFS, AEP®, President & CEO, Paraklete Financial, Kennesaw, GA
Tom Tillery, CFP®, AEP®, CLU®, ChFC®, Vice President & CCO, Paraklete Financial, Kennesaw, GA
9:15-10:45am - General Session, CSA
Joel P. Bruckenstein, CFP, Publisher, Technology Tools for Today (T3), Miramar, FL
11:00am-12:30pm - BMO
Dirk Edwards, CPA/PFS, JD, Edwards Consulting LLC, Lake Oswego, OR
Brooke Salvini, CPA/PFS, Principal, Salvini Financial Planning, San Luis Obispo, CA
Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA
Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO
David Stolz, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA
Jean-Luc Bourdon, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA
Michael Goodman, CPA/PFS, CFP, President, Wealthstream Advisors Inc., New York, NY
Theodore Sarenski, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, Capital One, Syrause, NY
1:00-1:50pm – General Session, BMO
Moderator: Theodore Sarenski, CPA/PFS, CFP, AEP, Wealth Manager, Capital One, Syrause, NY
Panel – Select 3 graduates from the workshop to share their progress since they participated in this workshop.
1:50-3:30pm – General Session, BMO
Panel – Group Discussion
Through real-life client scenarios, you will learn how to best communicate with clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning
3:45–4:55pm – General Session, BMO
Panel of Experts
This final session will offer practical advice from the experts and will help you take the next steps based on what you have learned over the past two days, including: