Personal Financial Planning
Speaker: Deborah Meyer discusses how you can leverage technology to help clients achieve their financial goals. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180725-efficient-practice.html
Personal Financial Planning
Speakers: Chris Benson, Jennifer Birchett, Debbie Meyer discuss how technology allows you to better serve your clients. From AICPA.org at...
Personal Financial Planning
CPA financial planners Lyle Benson, Brooke Salvini, and David Stolz share how they serve as the primary point of contact for their clients From AICPA.org at...
