Series: CPA Financial Planning Thought Leadership 



    In this series, leaders in the CPA financial planning profession discuss key issues and trends affecting financial planners and their clients. The agendas for these webcasts cover a wide variety of technical as well as practice management topics including advising clients on tax, estate, retirement, and elder issues to defining the value proposition for the CPA financial planner and more. Hear current thinking and top trends from these panels of CPA financial planners and thought leaders.




    Being the Advisor of Choice
    (7/15/2014)

    Retirement Planning and Issues Related to Aging
    (6/10/2014)

    Proactive Planning: How Your Peers are Advising Their Individual Clients in 2014
    (5/19/2014)



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