Making conversations count: integrated financial planning {PFP Section}
Episode description
Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions:
- What is your role and influence in your clients’ conversations with others around personal financial planning?
- Why is it important for your clients to broaden and deepen financial conversations with family and friends and what is your role in enabling that?
- How can you help your clients have purposeful conversations with family members and children about finances?
Access the related resources from this podcast:
- Top seven mistakes when claiming Social Security benefits by Paula McMillan (The Tax Adviser)
- The Adviser’s Guide to Retirement and Elder Planning, a multi-part guide series including life transitions.
- Broadridge Advisor includes extensive-content written by CPAs, attorneys and other experts on planning strategies, new relevant laws, etc. that are articulated in client terms.
- Retirement planning certificate, part of the PFP certificate program
Don’t miss the other episodes in this series:
- Will your clients have enough to retire?
- What is the national state of retirement
- Lessons from the 9th hole: what current retirees have to say
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
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