2012 Series: From Tax Preparer to Financial Planner: The Road Best Traveled - Library 


PFP Section members, inclusive of PFS credential holders, can access the recordings and presentation materials for this 18-part web seminar series to assist you in moving from tax return preparer to financial planner.


     

Step 1: Understanding
the Value of Financial Planning

Overview: Break Into Financial Planning: How CPAs Can Get in the Game (May 16, 2:00 to 3:30 p.m. ET with Lyle Benson, Chris Benson, Michael Goodman and Andrea Millar) ^

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Step 2: Moving from
Tax Compliance to Tax Planning for Individuals

Overview: The 1040 Diagnostician: Moving from Tax Compliance to Tax Planning for Individuals (May 21, 2:00 to 4:00 p.m. ET with Lyle Benson, Robert Keebler and Julie Welch) ^

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IRAs, Roth IRAs and Pensions (May 23, 1:00 to 2:30 p.m. ET with Robert Keebler)**

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Life Insurance, Annuities and Long-Term Healthcare
(June 4, 1:00 to 2:30 p.m. ET with Robert Keebler) **

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Investment Partnerships and REITs (June 6, 1:00 to 2:30 p.m. ET with Robert Keebler)**

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Taxation of Stocks, Bonds, Convertibles, Options and Warrants (June 11, 1:00 to 2:30 p.m. ET with Robert Keebler)**

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Step 3: Moving from Tax Planner to Holistic Financial Planner

Overview: Expand Your Financial Planning through Your Client’s Tax Return: Moving from Tax Planning to Holistic Financial Planning (June 13, 2:00 to 4:00 p.m. ET with Lyle Benson, Ted Sarenski and Susan Tillery) ^

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Helping Clients Assess and Improve Their Financial Life (June 14, 1:00 to 2:30 ET with Less Antman and Jean-Luc Bourdon)^

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The Practical Side of Investment Planning (June 18, 1:00 to 2:30 p.m. ET with Jean-Luc Bourdon, Michael Goodman, and Scott Sprinkle)**

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The Practical Side of Retirement Planning (June 19, 1:00 to 2:30 p.m. ET with Ted Sarenski)**

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  The Practical Side of Estate Planning (June 27, 1:00 to 2:30 p.m. ET with Steve Siegel)**

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  The Practical Side of Risk Management and Insurance Planning (June 28, 1:00 to 2:30 p.m. ET with Tom Tillery)**

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  Comprehensive Planning Case Study (July 10, 1:00 to 2:30 p.m. ET with Susan & Tom Tillery)**   

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Step 4: Implementing PFP Services: Step-by-Step Plans for Success




Overview: Implementing a PFP Practice: An In-Depth Review of Six Business Models (July 12, 1:00 to 3:05 p.m. ET with Lyle Benson, Steve Levey, Ted Sarenski, Scott Sprinkle, Susan Tillery and Jimmy Williams)*

  

 

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