Evaluating Whether to Add Personal Financial Serivces to your Exisiting Practice
Session details
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- 2026-03-06T20:08:17.953Z
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- Evaluating Whether to Add Personal Financial Serivces to your Exisiting Practice
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- 26CMaui-Wed-A3
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- description
- This course explores how adding financial planning services can expand and strengthen an existing accounting or tax practice. Participants will learn how to evaluate whether financial planning fits their firm, develop the necessary infrastructure, and understand the core steps of the financial planning process. Led by Jeff Rattiner, CPA, CFP®, MBA, the session provides practical guidance for integrating financial planning into client services while identifying potential challenges and opportunities for growth.
- start
- 2026-11-11T17:30:00.000Z
- end
- 2026-11-11T19:10:00.000Z
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- Pacific/Honolulu
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Registrations
0No registrations returned for this session.