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Thursday, November 18, 2010

9:10 AM - 10:00 AM
Track: Financial Planning View Track

CPA’S THAT LEFT THE FINANCIAL ADVICE BUSINESS BUT WANT BACK IN AND WHY (1 CPE)

Panelist: Tony Batman, CPA, CFA®, CFP® Chairman & CEO, 1ST GLOBAL

  • Why some CPA’s fail the first time around
  • Knowing the critical support needed to sustain financial planning services at your practice
  • Unique positioning opportunities and advice for CPA’s who offer financial planning

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