The CPA Financial Planner — Facts and Opportunities

With the change in client needs and expectations, the evolution of technology, the increasingly competitive landscape, and now valid fears over the drastic change in retirement and investment portfolio values because of the COVID-19 pandemic impact on the financial markets, it is critical that as a CPA offering tax, retirement, estate, risk management and investment planning services, you call yourself a CPA financial planner. You are your clients’ go-to adviser. You’re needed. You’re the most trusted. It’s time your clients understand what you do.

CPA Financial Planners Tell Their Stories

Hear your peers’ thoughts and experiences on this practice area, the rewards of being a CPA financial planner and the future of financial planning.