Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Wednesday, October 26, 2011

3:30 PM - 4:20 PM
Track: Financial Planning View Track

HOW TO MAKE MORE REVENUE THROUGH FINANCIAL PLANNING

Louie Rosalez, CEPP Chief Marketing Officer / Chief Insurance Officer, HONKAMP KRUEGER FINANCIAL SERVICES, INC.

As a CPA, you’re one of the most trusted advisors of your clients.  No other financial services professional can effectively provide tax advice in combination with the client's overall wealth management needs like a CPA can.  That’s why expanding your tax services with the addition of financial planning is an easy transition for the client.   Now, the question is, how can you make more money at it?

Learn how to strengthen retention and drive profitability at your practice through financial planning.

 

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