Sneak Peek of "Advising Wealth Management Clients: An In-Depth Study" to be held in January 2016

Brooke Salvini |

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Next month, AICPA will be holding its annual Advanced Personal Financial Planning Conference in Las Vegas, Nevada.  Prior to the kick-off on January 18, 2016, is a pre-conference workshop that will be lead by Brooke Salvini on the topic of Communicating the "Nuts & Bolts" of Wealth Management Services to clients.  There will be 7 experienced guest experts on the panel that will providing an in-depth case study approach to an integrated plan.  See the Full Brochure.