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.

Course Information
Date Presented:
November 20, 2019 2:00 PM Eastern
Length:
1 hour
FPA Member Price:
Free
Non-Member Price:
$19.00
Journal in the Round: Planning for Tax Planning
Speaker Information
Raymond Benton, CFP, CRPC, EA  [ view bio ]
Julia Brufke Wenger CFP, ChFC, EA  [ view bio ]
Mark L. Prendergast, CPA, CFP, CDFA  [ view bio ]
Individual topic purchase: Selected
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$19.00