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May 16 th , 2:00 to 3:30 p.m. ET Lyle Benson, Chris Benson, Michael Goodman, Andrea Millar

Series:  From Tax Preparer to Financial Planner: The Road Best Traveled Step 1:  Understanding the value of Financial Planning Break into Personal Financial Planning: How CPAs Can Get in the Game. May 16 th , 2:00 to 3:30 p.m. ET Lyle Benson, Chris Benson, Michael Goodman, Andrea Millar.

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May 16 th , 2:00 to 3:30 p.m. ET Lyle Benson, Chris Benson, Michael Goodman, Andrea Millar

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  1. Series:  From Tax Preparer to Financial Planner: The Road Best TraveledStep 1:  Understanding the value of Financial PlanningBreak into Personal Financial Planning: How CPAs Can Get in the Game May 16th, 2:00 to 3:30 p.m. ETLyle Benson, Chris Benson, Michael Goodman, Andrea Millar

  2. Introduction • About the PFP Section & PFS Credential • Information, resources, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice. • Personal Financial Specialist (PFS) credential distinguishes CPAs as subject-matter experts who have the experience and knowledge to deliver the highest quality financial planning services. • About the Young CPA Network • A community in which young and aspiring CPAs can seek answers and advice regarding career challenges and opportunities, while building the supportive network of professional relationships they need to be successful in the CPA profession.

  3. Introduction • About this Web seminar CPAs are quite possibly the single most important decision makers for individuals and businesses, and it is time to realize that we do more than just taxes.  There is an entire profession of CPA financial planners dedicated to advising clients on the financial decisions that will impact every facet of their lives.  This Web seminar is ideal for you if you enjoy interacting with people, are good with numbers, have an interest in providing value-added and profitable services to your clients and like to have a positive impact on others. A career as a CPA financial planner or CPA/Personal Financial Specialist (PFS) may be right for you. This web seminar is ideal for both emerging CPAs trying to break into this niche career path and seasoned CPAs who want to expand their existing practices with this value-added service.

  4. The Panelists Lyle Benson, CPA/PFS, CFP® LK Benson & Co. Chris Benson, CPA/PFS LK Benson & Co. Michael Goodman, CPA/PFS, CFP® Wealthstream Advisors, Inc. Andrea R. Millar, CPA/PFS Sr. Technical Manager, PFP Division, AICPA

  5. Today’s Agenda • The path that each of these CPAs took to achieve the career of their dreams • What it means to be a CPA financial planner • Business opportunities • How to get educated and gain the experience you need • How to provide this value-added service to your existing tax client base • Keys to success • Q&A throughout

  6. At what point in your career did you realize that you wanted to get involved with personal financial planning?

  7. One can go into personal financial planning without being a CPA. Why does being a CPA matter?

  8. If you were focused on tax, how did you transition to PFP?How did you learn to do what you do?

  9. From a business model standpoint, what do you like in PFP that you didn’t have in tax?

  10. How did you convince your clients to do PFP? How did you add value to your clients?

  11. Describe examples of client cases you have handled.

  12. Is there coaching or courses that you can take to develop confidence when engaging with clients or prospects?

  13. What is the timeframe to move from tax to PFP? In terms of getting educated, gaining experience and being ready to advise clients?

  14. For those emerging in their careers, how do you get clients to trust you with doing their investments and PFP (i.e. grey hair syndrome)?

  15. For those emerging in their careers, after getting education in PFP, how do you find a position in a CPA firm using your PFP and investment skills?

  16. Get Involved • AICPA Personal Financial Planning Section (aicpa.org/PFP) • AICPA Advanced Personal Financial Planning Conference (cpa2biz.com/PFP) • 2-day sessions for those in earlier stages of PFP • Implementing PFP Services: Step by Step Plans for Success • CPA/PFS Review Class • Interested in joining an emerging CPA networking group specific to financial planning? Email us at financialplanning@aicpa.org. • State CPA societies

  17. Social Networking Opportunities Search: YoungCPANetwork http://bit.ly/YoungCPANetwork Search: AICPA PFP Section twitter.com/YoungCPANetwork

  18. CPA/PFS Program At-A-Glance • PFS exam review • Self-study, web review and live review options available to purchase at cpa2biz.com • PFS exam registration • Learn more & register at aicpa.org/PFSexam • 2012 exam windows • Summer: June 18 - July 27, 2012 • Winter: December 26, 2012 - February 5, 2013 • PFS education • In-depth self-study courses available to purchase at cpa2biz.com • 2012 PFS exam sponsorship program • Summer deadline: June 18, 2012 • Winter deadline: December 26, 2012 • For more information, visit www.aicpa.org/PFP/PFS

  19. AICPA Web Seminar Series:From Tax Preparer to Financial Planner Build on your financial planning knowledge with the AICPA web seminar series, From Tax Preparer to Financial Planner. The series covers the necessary steps to transition from tax preparer to financial planner.   Register today at CPA2Biz.com/Webcasts. Discounts available for PFP/PFS and Tax Section members.

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