On-Demand
Wealth Wednesday: Financial Planning: Much Closer Than You Think 2024-25
CPE: 1
Overview
Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.
Product Code
1000003543
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- How close is a typical CPA to financial planning?
- Tax-related financial planning activities
- Retirement Planning and financial planning activities CPAs perform
Faculty
CalCPA Member
Leonard C Wright
Leonard C. Wright, CPA/PFS, CFP®, CLU, ChFC has appeared on Channels 8 in Las Vegas, Nevada and Channel 7’s annual tax tip line in Los Angeles, California. Leonard C. Wright has been a featured speaker at numerous radio stations across the United States including KOGO in San Diego, WBZ Radio in Boston, and CBS radio nationally. Leonard C. Wright has appeared in USAToday.com, quoted in the Wall Street Journal, Forbes, BusinessWeek, MSNBC.com,...
More about Leonard C Wright