CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Getting Started in Financial Planning

1 Credits: Business Management & Organization

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

 Secure Transaction
Format
Webcast
Course Level
Basic
CPE Credits

1 Credits: Business Management & Organization

Course Description

This course was recorded live at the 2023 New Money Summit.

Looking for ways to create high-value, high-fee relationships? Make your work less seasonal? Or maybe you’re a personal finance junkie? Financial planning could be your next step. Join a diverse panel of tax and accounting professionals for a candid and encouraging conversation. Learn from those who’ve navigated different routes to incorporate financial planning into their firms.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Assess you might want to get into financial planning now.
  • Identify the components and framework of financial planning.
  • Discover ways you can get started in financial planning
  • Understand the downsides of adding financial planning to your tax practice, specifically business model complications, obtaining needed technical expertise, and working in a new & complicated regulatory environment.
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Course Specifics

Course ID
WC1623358921
Revision Date
January 25, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeremiah B. Pagano, Esq., LL.M., CEPA, PC is a securities regulatory and corporate compliance attorney at Jacko Law Group, PC. He works with investment advisors, investment companies, broker-dealers, and other financial professionals, helping them keep their businesses compliant. Mr. Pagano advises clients on legal and regulatory risks, bringing a wealth of experience in compliance matters, internal control development, and operational risk management. His knowledge within the financial services industry allows him to address the needs of his clients, allowing them to mitigate risk and grow to their full potential. Before joining Jacko Law Group, Mr. Pagano was an attorney for …

Cecily VM Welch, CPA, PFS, CFP, demystifies complex financial issues so people can make informed decisions and turn goals into financial action. She began her career as a national and international auditor. Cecily has continued to provide client focused accounting and financial expertise for both large and small CPA firms. Cecily is adept at helping people understand how their financial decisions help them meet their life goals. And because no financial decision should be made in isolation, she is dedicated to educating others on the impacts of tax policy as an advocate for taxpayers, earning her the moniker as “The …

Alicyn McLeod is an Atlanta-based CPA and CFP®, specializing in tax advisory and tax-focused wealth management. She works with HNW families + growing businesses, applying her expertise in tax strategy to her clients’ entire financial situations. Alicyn is the host of Underwithheld, a podcast promoting mental health discussions in the accounting industry. She also runs Glass, an online community for women in accounting and tax.