This course was recorded live at the 2023 New Money Summit.
Looking for ways to create high-value, high-fee relationships? Make your work less seasonal? Or maybe you're a personal finance junkie? Financial planning could be your next step. Join a diverse panel of tax and accounting professionals for a candid and encouraging conversation. Learn from those who've navigated different routes to incorporate financial planning into their firms.
Learning Objectives
Upon completion of this course, participants will be able to:
Assess youmight want to get into financial planningnow.
Identify the components and framework of financial planning.
Discover ways you can get started in financial planning
Understand the downsides of adding financial planning to your tax practice, specifically business model complications, obtaining needed technical expertise, and working in a new & complicated regulatory environment.
Major Topics
Financial Planning Framework
Financial Planning in Tax Practice
Business Model Complications
