If your clients are running their own businesses, retirement is not the first thing on their minds. CPA financial planners have an opportunity to provide clients with the guidance needed to help them reach their retirement goals. Join us as Jimmy Williams (CPA/PFS) shares his insights into retirement planning for businesses.
Learning Objectives
In this webcast, attendees will gain insight into:
Field of Study: Specialized Knowledge & Applications
Level: Intermediate
Prerequisite: Basic knowledge of tax compliance and planning concepts
PFP, PFS, TAX, and PCPS Section Members save even more:
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If you are a PCPS member, log in to obtain the discount code.
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