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Ensuring Success 2019 – Session 9: Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now.

December 18, 2019

Ensuring Success 2019 – Session 9: Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now.

Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now. Today’s society faces job instability, potential long-term insolvency of the Social Security system, student loan debts, and a lack of personal financial planning education. These are the people who need your help the most! Join author Gail Perry-Mason, the founder of... Read more »

Ensuring Success 2019 – Session 9: Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now.

Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now.

Today’s society faces job instability, potential long-term insolvency of the Social Security system, student loan debts, and a lack of personal financial planning education. These are the people who need your help the most! Join author Gail Perry-Mason, the founder of Money Matters for Youth, in a discussion about money management for younger members of our society, and explore ways in which you can add value to this growing client base.

Panelists:

  • Gail Perry-Mason
  • Marty McCutchen
  • Aaron Berson

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This session was eligible for CPE credit for accounting professionals during the live broadcast, as part of Ensuring Success, the live-streamed annual CPE program from CPA Practice Advisor. CPE credit is not available for this archived version. To learn more, or register for next year’s event, visit www.ensuringsuccess.com.

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