Lisa Featherngill will teach you that now is the perfect time to talk with your clients about their plan.
From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191018-actionable-ideas.html
Lisa Featherngill will teach you that now is the perfect time to talk with your clients about their plan.
From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20191018-actionable-ideas.html