Personal Financial Planning Practice Management Events 

 

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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
6/20/2016PodcastCybersecurity – What CPA Financial Planners Need to Know
Michael Goodman, Wes Stillman
Personal Financial Planning; Practice Management
5/4/2016WebcastGaining Confidence and Building Rapport in Client Meetings
Mark Astrinos, Jean-Luc Bourdon
Practice Management
4/19/2016PodcastDOL Fiduciary Rule - Part 1
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 2
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 3
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 4
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 5
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
1/5/2016PodcastWhat CPA financial Planners Need to Know about Social Media and Compliance
Blane Warrene
Practice Management
11/12/2015PodcastTechnology as a Relationship Gateway
Michael Goodman, Bill Winterberg
Practice Management
11/6/2015WebcastProfitably Evolve & Grow Your Firm with Robo-Technology
Deborah Fox
Practice Management


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