Journal in the Round: Planning for Tax Planning

When:  Nov 20, 2019 from 14:00 to 15:00 (ET)

For November’s tax-themed Journal in the Round, Julia Brufke Wenger, CFP®, will share what she calls her “seasons of planning” strategy for ramping up and getting ready for tax season. She will be joined by fellow panelist Mark L Prendergast, CFP®, to discuss how planning effectively for tax-planning season can simplify business processes, improve customer service, strengthen relationships with her clients and reduce stress for all. This online, interactive roundtable will be led by moderator and FPA volunteer Raymond Benton, CFP®.
 

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.

Location

Online Instructions:
Url: http://learning.onefpa.org/store/seminar/seminar.php?seminar=146043
Login: For more information and to register, please use the link below.