Building Your Tax and Financial Planning Advisory Business Workshop | ENGAGE 2020

PFP20101. Building Your Tax and Financial Planning Advisory Business Workshop

1.5 Day Workshop - June 6-7
Day 1 - 12:30 - 6:00 PM | Day 2 - 8:00 AM - 5:00 PM

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 an exciting 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 all the tools you need to get underway in tax and financial planning services.

Learning objectives:

  • Recognize the future of services to individuals
  • Determine numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with clients using case study examples
  • Identify compliance, technology and practice management considerations
  • Determine expert guidance you need to be successful in providing financial planning services