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Elder Planning Services Useful Web Site Links and Resources
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
Published on August 28, 2014
White Paper Succeeding Amid Adversity How CPA Firms Are Building Financial Services Practices in Todays Economic Climate
...offered financial services and products. Its purpose was to understand how these firms were managing their financial services practices to better serve their clients while enhancing their revenues and profits. We uncovered key markers of success and best
Published on August 10, 2010
Trends in Pricing
These are the presentation materials associated with Deborah Fox’s web seminar where she describes how to charge for personal financial planning services in order to generate a profit
Published on August 29, 2012
Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes
Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
Published on August 14, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on July 23, 2014
Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges
Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
Published on April 11, 2014