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Webinar (AICPA): How to Make Time to Provide Personal Financial Planning Services


Build your PFP service (bold)

Are tax compliance deadlines interfering with your plans to establish a personal financial planning advisory service?

You have the experience, knowledge, and drive to provide your clients with holistic personal financial planning services — including tax, retirement, estate, investment, and risk management planning — but juggling tax deadlines and advisory work is hard.

In this webcast, you’ll learn how to combine tax deadlines and PFP planning services by introducing your tax clients to PFP services.

We’ll discuss:

– How you can create more time in the day to do the work you love
– Why every tax client needs financial planning advice
– How to uncover and fill the need for PFP services
– Prioritizing productive clients
– Introducing and onboarding tax clients to financial planning services
– Billing methods, including subscription models
– Advice for establishing a sustainable cash flow
– How to offer “second opinion” financial planning services

Learning Objectives

•Identify strategies to provide holistic personal financial planning services

Major Topics

*how to find Time to provide personal financial planning services

AICPA - Durham
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

tax professionals who serve individual clients

Edward Mendlowitz

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, investment planning, and insurance planning

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Oct 25, 2022
11:00 am - 12:30 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (AICPA): How to Make Time to Provide Personal Financial Planning Services

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