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CPAs – The Most Trusted Financial Advisor, Helping Your Clients Continue Their Recovery

Description

  • Length: 4 Hours
  • Description: The “Great Recession” of 2008 caused many clients to take a “deer in headlights” approach to their financial plan.  As their most trusted financial advisor, CPAs must help our clients refocus and continue their recovery process.  This presentation is loaded with tips and methods to encourage clients to move forward toward their goals.

Basic Course Information

  • CPE Credits: 4
  • Field of Study 1: Estate/Financial Planning (4 hours)
  • Program Level (Basic, Update, Intermediate, Advanced, Overview): Update
  • Prerequisites: None
  • Advanced Preparation: None
  • Producer: Florida Institute of CPAs

Learning Objectives

Faculty

  • Course Developer: FICPA
  • Faculty and Production Information
    • Marshall D. Gunn, Jr. CPA/PFS, CFP, ,

Course Materials

  • Course Materials
    • TFAWBR 1-9-12 (0)
    • FICPA 1-12-12 (0)
    • Important CPE Credit Information_2012 (0)

Additional Information

  • Course Registration Requirements: Online Registration
  • Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
  • Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
  • Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
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