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Building paraklete

BUILDING A TAX AND FINANCIAL PLANNING ADVISORY BUSINESS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 16, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The CPA profession is undergoing significant change and as a result, there are vast opportunities for those who serve individuals, families and business owners. Understanding this change and stepping into an expanded role to offer tax and financial planning advisory services requires new knowledge as well as responsiveness to change. If you are ready for the challenge, this session will give you a running start to take your practice forward. You will learn what changes are occurring in the profession, as well as the business models, economic benefits, and next steps required to transition to a tax and financial planning advisory business.
 
Course Objectives:


  • Recognize the vast opportunities and potential threats for CPAs working with individuals.

  • Identify the economic benefits of a tax and financial planning advisory business.

  • Explore numerous business models.

  • Determine the steps necessary to transition to a tax and financial planning advisory business.

  • Recognize the advantages of the PFS Credential.


Also register for Part II of this course here.

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Testimonials
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Thomas Thomsen (Thomas R Thomsen, CPA, PC)

"This seminar offers options for CPAs which they may have not considered. Susan Tillery presents a well organized seminar with specific guidance for entering the area of personal financial planning. Also, the designation of Personal Financial Specialist (PFS) is explained. All CPAs should attend."

Lesley Johnson (Lesley Johnson, CPA)

"This course could not have been more timely for me personally, I had just signed an agreement with a large insurance company to "sell" their products and am now rethinking that decision because it appears to not be necessary to build my practice in this area."
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Barbara Hall (Barbara A. Hall, CPA, PA)

"Susan Tillery did a masterful job of covering a large amount of information in this webinar. It has peaked my interest in pursuing financial planning advisory services in my firm. I highly recommend the webinar."
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C A (CPA)

"I had not even considered expanding my services to include financial planning until I took this webinar. Thanks to Susan I will now consider the possibility. Her webinar was that effective. Thanks!"
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Pierre Pinkerton (Jericho Business Advisors)

"Susan did a great job making the info clear and to the point. Awesome stats on the market demographics of this growing opportunity."
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JULIUS KLAUSNER (JULIUS A. KLAUSNER)

"Ms. Tillery was a great speaker. Her presentation was very informative and please have her back."
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Lewis Cole (Charles Cole Company, Inc.)

"Susan was organized, clear and well prepared. I appreciate the useful information she provided."

Clover Broderick-Straker (Professional tax & Bookkeeping Services)

"I enjoyed the webinar and absorbed the information like a sponge. Perfectly executed!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Parakletelogo

Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning. Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.

Susan is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business and law. Additionally, Susan has co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential.

About Our Presenter

Parakletelogo
Paraklete® Financial, Inc. was founded with the goal of assisting our clients in all aspects of their financial lives. For each of our clients we work alongside them to create financial stability and security.
 
Our advisers are tenured professionals who embrace a “hands on” approach to financial guidance and who truly care about making your financial dreams a reality. As your Financial Planning Strategist, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.