Have you been thinking about adding financial planning services to your tax practice but don’t know where to start? Join in to this session to learn more about this process and how it can benefit your firm. CPA’s make great financial planners, tune in to find out why!
- Discussion on how to run your tax practice more profitably with a more balanced workload.
- Further insight into what is involved with Financial Planning and Investment Advisory engagements.
- Exploration of what a Registered Investment Advisor (RIA) is and how it can enhance your tax practice.
- Inspection on what a Turnkey Asset Management Platform is and how it can help you run your RIA.
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 with event code SN004222.
Questions? Please contact NCACPA Engagement Manager, Crystal Dempsey, at [email protected] or 919-469-1040.
As a Financial Advisor and the CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and profession are aligned. He gets to enrich and grow the CPAlliance™ program, by helping CPAs become CPA financial planners and teach them how to help clients achieve or protect their financial independence. His ability to understand and breakdown the most complex problems, along with his broad professional experience, uniquely equips him to be the perfect coach, mentor, and trainer for the CPAlliance™ members, as well as, advise clients on how to achieve and protect their financial independence.
When he’s not helping CPAs and clients plan and execute, he can be found spending time weight lifting (or binge watching the next great Netflix series) with his wife Amy, playing guitar, and singing worship tunes with Emma, watching Isabella make pyramids with her water ski team, or rooting Ethan on as he plays Lacrosse for his high school.
Shawn earned a Bachelor’s Degree in Business Administration and an MBA from Saint Leo University. He earned a Certificate in Financial Planning from Florida State University and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2011.
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For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.