CPE Course Information
General Information
Course Number: | W010321 |
Course Title: | WEBINAR: Interfacing with Advisory Professionals - State Sponsored - 1 hour |
Description: | When working with high-net-worth clients, it will be common in which a CPA has to work with other members of the client’s advisory team. This can include estate attorneys, financial advisors, or other personal advisors. In this class, we will discuss the decorum and best practices for assisting your clients in a team based setting. We will also discuss the benefits of proactive communication. |
Speaker: | Brian Bohn, CPWA, CFP, CPFA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - State |
Date: | 03/11/2021 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
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CPE Credits: | 1 Credits Other |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 12:00 p.m. |
End Time: | 1:00 p.m. |
Pricing
PSTAP Member Rate: | 35.00 |
Non-Member Rate: | 59.00 |
Cancellation Policy
No show - No refund - no exceptions. No refunds will be issued after links to access webinar and course material have been sent. Please check spam/junk folders. |
Additional Information
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