Advising Clients During Current Market Conditions
Published October 08, 2008
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It is critical that CPAs communicate with their clients during these turbulent times of unprecedented happenings in the marketplace.
Listen to your fellow experienced CPA/PFS peers as they discuss how they are advising and communicating with their clients. Topics include:
• Historical perspective
• Risk and safety of assets
• How to communicate with your clients
• Getting back to the basics
• A marketing opportunity for the CPA/PFS?
• Open Q&A with the panel
Lyle Benson, CPA/PFS, CFP®
Beth Gamel, CPA/PFS
Michael Goodman, CPA/PFS, CFP®
Scott Sprinkle, CPA/PFS, CFP®
Bob Jazwinski, CPA/PFS, CFP®