An Invitation from Stuart Kahan

Dear Colleague,

Baby Boomers are now hitting retirement age, with the Barely Boomers right behind, and are looking for financial planners to advise them. CPA Wealth Provider, Accounting Today, and Practical Accountant are excited to offer a new conference this year titled: How CPAs Can Make Money in Financial Planning. It will detail exactly what it takes to be really successful in this practice area and to capitalize on this important market segment.

This breakthrough conference is targeted at those firms not yet in financial planning as well as those who have struggled to be successful. The conference will allow you to determine how deeply your firm should be in this growth area and in what capacity. You will also learn the importance of selecting the right business model, as well as the right strategic partner, and how to get financial planning up-to-speed quickly. Moreover, you will hear success stories from financial planners and learn the challenges of those CPAs who entered the business without the proper training, analysis, and understanding and therefore failed or had a number of false starts. The conference will offer 13 CPE credits.

I look forward to seeing you in Chicago.

Regards,

Stuart Kahan
Executive Editor
CPA Wealth Provider