This year’s PFP Summit focuses on “Flourishing in the Wake of Change” with sessions that will be forward-looking discussions on how PFP practices work post-Covid.
Jan 26, 2022
NASBA Field of Study
As 2022 begins, this is an excellent opportunity to step back and think about the strategic decisions that CPA financial planning practice leaders are making in light of the experiences of the last 2 years. We can all share and provide opportunities we had not considered in the past. How we react will determine the success of our firms and impact our client relationships in 2022.
PFP Summit is an opportunity for current and future practice decision-makers to come together to both hear and discuss ideas and challenges faced in their financial planning practices. The PFP Summit will be virtual with a half-day of sessions that focus on how we can flourish as we look forward into 2022.
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