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