Wednesday, November 17, 2010
11:15 AM - 12:05 PM
Track: Financial Planning View Track
FINANCIAL SERVICES IN CPA FIRM, CURSES & BLESSINGS (1 CPE)
- What typically is overlooked when you offer financial planning at your firm?
- How does financial planning facilitate business and make your job easier?
- What surprises are in store for the CPA adding Financial Services?