Our panelists from the Oct. 8 Web seminar Advising Clients during Current Market Conditions are back to answer your questions and share their experiences and evolved thinking over the past seven months. Lyle Benson, CPA/PFS, Beth Gamel, CPA/PFS, Michael Goodman, CPA/PFS, and Scott Sprinkle, CPA/PFS, will have an interactive discussion about how they have communicated with and advised clients over the past seven months, including planning musts and opportunities; how they are taking advantage of this opportunity to expand their business; and how they have had to re-evaluate their practice through this time, including structure of compensation. PFP Section members (inclusive of PFS Credential holders) attend for free with no CPE or reduced price CPE. Others pay a nominal fee. Click here to learn more and register. Send questions to the panelists in advance by sending us an e-mail.
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