| Is Your Firm Overlooking Millennial Clients? (Wednesday, August 23, 2017 from 1:00 PM ET to 2:00 PM ET) |
Webcast Description:
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The situation: Millennials are looking for financial advice. Your opportunity: Services such as income tax planning, estate/wealth transfer planning, retirement, planning, investment planning/management and cash flow planning are among the top personal financial planning services that have the greatest impact on a firm’s revenue stream. In this session, learn about the challenges, opportunities and strategies to serve the next generation of clients, and why CPAs are perfectly positioned to provide these services.
**PLEASE NOTE: This webcast does not offer CPE credit.**
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