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A story of tax to personal financial planning

Jun 02, 2022 · 1 hour 4 min watch

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Watch as Carolyn Larsen-Wieber CPA/PFS shares her story of going from a tax practice to a personal financial practice,

Times are changing — and so are your clients’ needs.

If you’d like to learn how to future-proof your career and step up to adapt to your clients’ evolving needs in these times, you’ll want to watch this webcast with Carolyn Larsen-Wieber, CPA/PFS. In this webcast, ‘A Story of Tax to Personal Financial Planning’, Carolyn talks about:

  • How she added personal

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Topics

Personal Financial Planning
Tax

Subtopics

Personal Financial Specialist
Practice Management
Practice Management & Professional Standards
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