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Adding Financial Planning to your practice

Jan 02, 2024 by: MY-CPE LLC MY-CPE LLC
Financial planning has become an essential part of the individual and business practices. Therefore it is recommended that the businesses with the inclination and interest in the subject take them as a business expansion prospect.This webinar covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the…
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