The 2020 Group suggests that accountants generally provide two types of services; “Type 1 and Type 2”. Type 1 services would entail all the services an accountant provides for a client that deal with the historical nature of the clients business, ie, bookkeeping, taxes, reviews, audits. Type 2 services, on the other hand, prepare the client for the future.
The Strategic Services Webinars in this series will help you build services in the area of business advisory work and wealth management. Your clients look to you as their trusted advisor and want your professional advice in these areas of both their personal and business goals.
All Webinars, except for the Hahn Financial Updates (1hr)
run 2 hrs from 1:00 pm to 3:00 pm Eastern Time
Hot Links
Ins and Outs of Business Insurance
Implementing Wealth Management
Building Your Business From the Inside Out
How Much is Enough to Retire
Mining For Gold - Wealth Management from Tax Returns
10-Nov Ins and Outs of Business Insurance
Craig Simpson CFP, CLU, Teris Advisory Services
- Tax planning
- Estate Planning
- Succession Planning
2 Hours PD
1-Dec Building your Business from the Inside Out
Bob Simpson BA., President -Synchronicity Business Coaching Inc.
www.sbci.ca
- A simple step by step approach to adding business advisory work.
- Increase revenues through new and interesting work.
2 Hours PD
8-Dec How Much is Enough to Retire
Paul Tyers CA, CFP, CIM, Managing Director - Wealth Stewards
www.hahninvest.com
- Practical ways to open the discussion with clients and lead them through a logical planning process.
- Case studies will be examined for maximum impact.
2 Hours PD
17-Nov Integrating Wealth Management
Paul Tyers CA, CFP, CIM, Managing Director Wealth Stewards
www.hahninvest.com
- Why Wealth Management makes sense for your business
- Steps to effortlessly implement and integrate Wealth Management
- Communicating your new offering
2 Hours PD
7-Jan Mining for Gold
Don Nilson B. Comm., M. Sc. (Bus. Admin.), CMA, FCMA, CFP, TEP, Principal - Nilson & Company, AFT TRIVEST Management Inc.
www.nilsonco.com
- Investigate how a routine tax return can be a gold mine of inspiration for higher level application of financial and wealth management strategies.
- How to systematize the integration of taxation and financial planning into your annual Tax Season.
2 Hours PD
