CPE Course Information
|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|
|Sponsor:||PSTAP - State|
|Number of Days:||1|
|CPE Credits:||1 Credits Other|
|Start Time:||12:00 p.m.|
|End Time:||1:00 p.m.|
|PSTAP Member Rate:||35.00|
|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.|
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