May 2001
Personal Financial Planning for CPA's
Building and Managing a Financial Advisory Practice in Difficult Times

May 16, 2001
7:00 a.m. - 3:00 p.m.
(Registration 6:30 a.m.)

This month's program highlights the following topics:

• Why and how should CPAs enter the Financial Planning Business?
• Learn the vital issues facing the PFP practitioner
• Understand the comprehensive financial planning approach
• Gain insight into the role of risk management
• Discover how to start a "Firm Within a Firm"
• How can your firm add Financial Advisory Services to a Tax Practice?
• Understand how retirement planning can be integrated into the process
• Learn how to help clients save and shelter $100,000 per year for retirement
• Reaffirm the importance of financial planning communication with the client