Scheduled Times are Eastern Time Zone

CPE for CPA Today Planning for Disability


Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01406-19-O  01 Credits   Taxes 

 Art Werner, Anthony Rocca

Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 


 Course Description:

 During this course we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients needs and the reason for his/her decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. By knowing your clients background will help you address there needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

Who Should Attend: CPAs, EAs, attorneys, other tax professionals, and financial planners

Topics Covered: 
  • Interviewing a client
  • Determining financial plans
  • Asset protections
Learning Objectives: 
  1. Understanding your client and their needs
  2. Identifying the protections available to meet your client's needs

Event Properties

Event Date 01-17-2020 3:00 pm
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 21.05
10 17.10
20 13.15


Art Werner

Anthony Rocca

Jeremy Rigsbey

We are no longer accepting registration for this event