For November’s tax-themed Journal in the Round, Julia Brufke Wenger, CFP®, will share what she calls her “seasons of planning” strategy for ramping up and getting ready for tax season. She will be joined by fellow panelist Mark L Prendergast, CFP®, to discuss how planning effectively for tax-planning season can simplify business processes, improve customer service, strengthen relationships with her clients and reduce stress for all. This online, interactive roundtable will be led by moderator and FPA volunteer Raymond Benton, CFP®.
November 20, 2019 2:00 PM Eastern
FPA Member Price:
FPA Member Price:$0.00
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