Opportunity knocks for CPAs
January 3, 2014 by Sarah
The seminar will be presented by Michael Fleigelman CLU, CHFC, AEP, RFC, a brokerage director at MassMutual Financial. The event will take place at the Bulova Corporate Center on Astoria Boulevard, Suite 140.
The presentation will address opportunities to expand practices utilizing and offering personal financial planning programs. The financial and emotional rewards will be discussed using the expansion plans to diversity the practice.
Also being discussed will be a proposed statement on Standards in PFP. CPA firm structure and resources as well as tools need for success is also on the agenda for discussion.
Print companies are usually contacted to assist with the promotion of seminars and workshops. Many print materials are needed to communicate the event to the targeted audience as well as to distribute at the event. Flyer printing is a good resource for distribution in advance of the seminar through manual hand-outs or direct mail campaigns. The flyers can also be included in registration and workbook packets for the conference.
The “Golden Opportunity for CPAs” event will be held on January 14 beginning at 8:30 a.m. The registration form is online and can be filled out and submitted at this time. The Queens Chamber of Commerce website has complete information about this and other events in the area. For further questions or more information please call 718-898-8500.