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How to Make Time to Provide Personal Financial Planning Services
Personal Financial Planning

How to Make Time to Provide Personal Financial Planning Services

Tax compliance deadlines don't have to hold you back from kickstarting your personal financial planning service. Learn how you can combine the two and build a thriving client base.

$70 - $109
Do you have an AICPA membership? Log in to apply your member discount.




Oct 25, 2022

NASBA Field of Study

Specialized Knowledge



CPE Credits



Edward Mendlowitz


3 months

Product Number


 Business & partner 
Product Details

Build your PFP service

Are tax compliance deadlines interfering with your plans to establish a personal financial planning advisory service?

You have the experience, knowledge, and drive to provide your clients with holistic personal financial planning services —including tax, retirement, estate, investment, and risk management planning —but juggling tax deadlines and advisory work is hard.

In this webcast, you'll learn how to combine tax deadlines and PFP planning services by introducing your tax clients to PFP services. We'll discuss:

  • How you can create more time in the day to do the work you love
  • Why every tax client needs financial planning advice
  • How to uncover and fill the need for PFP services
  • Prioritizing productive clients
  • Introducing and onboarding tax clients to financial planning services
  • Billing methods, including subscription models
  • Advice for establishing a sustainable cash flow
  • How to offer "second opinion" financial planning services

Key Topics

  • How to find time to provide personal financial planning services
  • How to let go of non-ideal clients
  • How to package tax and financial planning services to show their value
  • How to create a sustainable cashflow providing personal financial planning services

Learning Outcomes

  • Identify strategies to provide holistic personal financial planning services.
  • Recognize your ideal clientele and develop methods to let go of your non-ideal clients.
  • Determine how to package your tax and financial planning services to show the value to your clients.
  • Identify billing methods to establish a sustainable cashflow.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Credit Info
CPE Credits
NASBA Field of Study
Specialized Knowledge
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, investment planning, and insurance planning
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1hr 30 mins
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Edward Mendlowitz
Ed is an emeritus partner in Withum's East Brunswick, NJ, office and has over 40 years of public accounting experience. Ed is also admitted to practice before the United States Tax Court and has testified as an expert witness in federal and state court regarding business valuations. In addition, Ed was a founding partner of Mendlowitz Weitsen, LLP, CPAs, which joined with Withum in 2005. Currently, he serves on the NYSSCPA Estate Planning Committee, and was chairman of the committee that planned the NYSSCPA’s 100th Anniversary. The author of 16 books, Ed has also written hundreds of articles for business and professional journals and newsletters. He is the contributing editor to the Practitioners Publishing Company’s 1998/1999 706/709 Deskbook, and the AICPA 2004 edition of the Management of an Accounting Practice Handbook and is on the editorial board of Bottom Line/Personal and Tax Hotline financial newsletters. Appearing regularly on television news programs, Ed has also been quoted in numerous major newspapers and periodicals in the United States.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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How to Make Time to Provide Personal Financial Planning Services
Oct 25, 2022
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Oct 25, 2022
5pm6:30pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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