About the event
|
With the current economic crisis, financial planning (which involves, estate, retirement, tax, and succession planning) has become the hottest niche for any CPA.
Financial Planning Summit for Accountants is the only event that explains exactly how CPAs can enter into financial planning and grow their income base, as well as providing actionable content for those firms looking to grow their financial planning practice.
Keynote Speakers
Rebecca Pomering
Partner & CEO
Moss Adams LLP &
Moss Adams Wealth Advisors LLC
Rebecca Pomering is a Partner in Moss Adams LLP, and the CEO of Moss Adams Wealth Advisors LLC, the firm’s wealth management division. More Info.
About the Conference Tracks
Track One: New Financial Planners
Track One will be for those who have not yet made the jump into financial planning. The sessions will explain in a nuts n' bolts way exactly the criteria for moving into financial planning, what factors to consider, what’s the best way of doing so, the best business model for your firm, what licenses are needed and how to go about obtaining them as well as the pitfalls involved. View agenda.
Track Two: Experienced Financial Planners
Track Two will be for those who are presently in financial planning but need to expand their base, increase the number of clients, and grow their revenue. Are you using the best business model? Should you be using a broker/dealer or a financial services firm as back office? What can you do to cross-sell? What about marketing? Advertising? Publicity? Can you make the jump from financial planning to wealth management? What’s involved? Plus, how do you handle today’s nervous client? View agenda.
Financial Planning Summit for Accountants will also feature joint plenary sessions where all attendees will discuss investment opportunities, technology considerations, and important lessons learned by accountants who have failed and succeeded in the financial planning business.