Description

Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS

Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Listen to learn about:

• What they have done to keep their businesses thriving in the current environment
• How they have created a good experience for their clients in the COVID environment
• What the PFP Division is focused on for you in 2021
• Resources to help you help your clients

Access resources related to this podcast:

• Learn more about the experienced track to the CPA/PFS credential.
• Find your PFP Section benefits with this quick start guide.
• Register for 2021 best ideas for you, your clients, and your business.
• Register to attend PFP Summit on January 25th and 26th.
• Stay connected with the evolution of the CPA exam.

This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.