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The CPA as Financial Planner: Boosting Business, Building Value

The Zicklin School of Business and the New York State Society of CPAs presents a conference with financial planning giants—hand-picked by legendary wealth management wizard Sid Kess—who share their best-kept secrets on how you can seamlessly integrate financial planning services into your business … and grow your business.

Baruch College’s Zicklin School of Business and the NYSSCPA’S Foundation for Accounting Education (FAE) Present

The CPA as Financial Planner:

Boosting Business, Building Value

A Sid Kess Workshop

Sidney-Kess

 

Tuesday, January 17, 2017

8:30AM – 5:05PM
(Check-in begins at 8:00AM)

Baruch College/Zicklin School of Business
14th Floor of the Vertical Campus-14-220
55 Lexington Avenue 13-282
New York, NY 10010

Credits:

  • Recommended CPE Credit Hours: 8
    • 2 hours Advisory Services
    • 6 hours Taxation
  • Recommended CFP/CE Credit Hours: 8 (pending)

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Topics of Discussion include:
  • Planning for Your Client’s Incapacity: Don’t Get Caught in the Trap
  • Learn from the Experts How You Can Leverage Financial Planning Software to Enhance the Client Experience and Answer Complex Financial Issues
  • Protecting Your Assets from Your "Future Former Spouse"
  • How the Election May Affect Wealth Planning
Program Details:
  • Time: 8:30 a.m.–5:05 p.m. (Check-in begins at 8:00 a.m.)
  • Field of Study: Advisory Services, Taxation
  • Recommended CPE Credit Hours: 8: 2 hours Advisory Services; 6 hours Taxation
  • Recommended CFP/CE Credit Hours: 8 (pending)
  • Course Code: 25275711 (In-Person); 35275711 (Online)
  • Price: $219
Who Should Attend?


CPAs, bank trust officers, attorneys, insurance agents, family office managers, investment advisors, financial planners, and your clients.

Corporate Sponsorships Available:


Call Allison at 410-584-1971 for more information.

REGISTER today at: www.nysscpa.org/pfp17

or call 800-537-3635

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