Implementing a Successful Wealth Management Business (4091598B)

REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

You are your clients' trusted adviser and a source of stability during the recent financial storm, however, relatively few CPAs offer financial services, meaning that your clients must navigate uncharted waters to fulfill critical needs such as investment management, insurance products, financial planning and estate planning.

This course will arm you with information to determine if implementing a wealth management business is right for you.

Date:	Thursday, November 12, 2009
Time:	8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:	South San Francisco Conference Center, South San Francisco
Area:	San Francisco Airport
CPE Credit:	8.0 CPE (Continuing Professional Education)
Instructor:	Michael R. Tate , CPA, PFS
NASBA Subject Area:	Administrative Practice
Delivery:	Group Live
Course Level:	Beginning
Fee:	$315 CalCPA Members, $415 Nonmembers
Coupon Fee:	$0
VP Fee:	$0

Objectives:

Understand different approaches to building a wealth management business.

Learn a disciplined approach to investing using a low cost globally diversified portfolio which captures all of the risk and thus expected returns of the market.

Explore advanced planning areas such as wealth enhancement and wealth transfer strategies.

Major Topics:

The opportunity at hand

How to implement a wealth management division

Reasons why CPAs fail at implementing a wealth management division

Best practices for your new business

Using a scientific approach to creating your clients asset allocations

Capturing the returns that the market has to offer

Designed for:

CPAs interested in starting a wealth management practice or who would like to grow an existing practice.

Prerequisite:

None

Advanced Preparation:

None