2023 Best financial planning Ideas for your clients | webcast

Jan 23, 2023 · 1 hour 49 min watch

SECTION + CREDENTIAL

EXCLUSIVE

Financial planning strategies for 2023

Rising interest rates, high inflation, market volatility, and uncertain times call for greater client proactivity and different planning strategies.

Hear how leading CPA financial partners are preparing for the year ahead in topics areas such as:

What they are doing as a result of tax legislative changes
How they are continuing to deepen relationships and elevate the experience for their clients

Also hear about financial planning strategies they are considering for clients in the areas

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Discover the benefits of AICPA membership, Personal Financial Specialist credential, Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

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