Description

Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss:

• How Lisa took the leap from providing tax and financial planning services in a CPA firm environment to joining a large bank
• What her mom shared with her that helped her make a hard career decision
• Why her current role is the capstone of her career, bringing all of her experiences together 
• Her passion for helping her family clients be successful by communicating well, especially in the estate planning area
• The critical role that CPA financial planners play on a team of advisors
• How she wants to take her knowledge of planning for the HNW to help those with lesser wealth
• What she sees for the future of financial planning 

Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links.

• Listen to other episodes in this series. 
• Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning. 
• Use Broadridge Advisor to make complex topics simple for your clients. 

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 theCPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.