There is a natural link between CPAs and wealth advisory experts, and many times both are part of a team of professionals for their clients! Every CPA in a client advisory role should have an understanding of key market changes, economic drivers, and innovations in the asset management space. Conference attendees will come away with the latest in economic and market updates, engage with a panel of advisory service practice management experts, new estate planning and wealth transfer strategies, and much more.
Brought to you by MOCPA Wealth and Asset Management committee experts, you won’t want to miss this powerful day of cutting-edge strategy to bring back to your firm, business, or clients!
• Understand the state of the economy and the market. Trending up or down?
• Learn how to evaluate the changing retirement plan landscape
• Assess the potential for permanent change
• Evaluate if your client's income needs protecting
CPAs, CFPs, and attorneys who provide financial and wealth management consulting.
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