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Wednesday, November 17, 2010

11:15 AM - 12:05 PM
Track: Financial Planning View Track

FINANCIAL SERVICES IN CPA FIRM, CURSES & BLESSINGS (1 CPE)

Igor A. Zey President & CEO, ZEY INSURANCE GROUP

  • 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?

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