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August 16 Brown Bag Webinar
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8/16/2018
When: August 16, 2018
Noon- 1 p.m.
Where: United States
Contact: NAIFA California
844-536-9339


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August Brown Bag Webinar
Targeting High Net Earning Business Owners
Panel of Top of the Table Advisors and CPAs

 

MDRT – Top of The Table Advisors and guest CPAs in a Panel Discussion will be sharing their experiences on how to build a partnership with your Center of Influence.

Use these Stealth tax saving strategies and natural conversational methods to build rapport, be memorable, and offer a sophisticated knowledge base to be a helpful resource to CPAs business owner clients.

Theresa and Kelly share suggestions and recommendations to properly approach and ask CPAs to get the right referrals, benefits from building stronger relationships with CPAs and their clients, and much more! 

Theresa Valade, CPA
Concierge Consulting & Accounting
PLLC

 

 

 

 

 

 

 

Kelly Woo, CFP
Co-Founder/Partner
Profectus Financial 

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