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®.

Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.

Event Information
Start Time:
November 20, 2019 2:00 PM Eastern
1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific
Add to Calendar:
Estimated Length:
1 hour
Registration Time Remaining:
2 days, 5 hours
FPA Member Price:
Non-Member Price:
Journal in the Round: Planning for Tax Planning
Speaker Information
Raymond Benton, CFP, CRPC, EA  [ view bio ]
Julia Brufke Wenger CFP, ChFC, EA  [ view bio ]
Mark L. Prendergast, CPA, CFP, CDFA  [ view bio ]
Individual topic purchase: Selected
Live Event + Archive
FPA Member Price:$0.00
Non-Member Price:$19.00