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Adding Financial Planning Services to Your Firm

12:00 pm–1:00 pm ET

Description

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!

The following topics will be discussed during this session:
  • 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.

Shawn McCabe, CFP®, MSA,MBA: After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the “Great Recession” allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that time, he and his clients became an invaluable part of each other’s lives. They relied on him to get them through the worst markets in years. He learned more about life, trust, perseverance, and the undeniable need for clients to have genuine and executable plans.

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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Event Vendor:NCACPA

Event Type:Networking
NASBA Instructional Method:N/A
Event Code:SN004222

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$0.00
Non-MemberN/A$5.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.