Wealth Wednesday: Financial Planning: Much Closer Than You Think (1 hour) – On-Demand Download

Overview

Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.

Highlights

• How close is a typical CPA to financial planning?
• Tax-related financial planning activities
• Retirement Planning and financial planning activities CPAs perform

Designed For

CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.

Objectives

• Recognize services that integrate elements of financial planning and examine what CPAs already do in a typical accounting practice and their complementary skills
• Identify tax and estate planning opportunities for retirement plans
• Determine minor additions that CPAs can add to support their client's goals and enhance the current planning experience

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!