Vai offline con l'app Player FM !
The new approach to retirement planning: part 3 {PFP Section}
Serie archiviate ("Feed non attivo" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Feed non attivo status. I nostri server non sono riusciti a recuperare un feed valido per un periodo prolungato.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 284150243 series 2293825
Guests: Mackey McNeill, CPA/PFS
Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step, including:
- How she opens the conversation to invite her clients in
- Why she has her clients who are couples create their goals separately
- What she says to get clients out of the data gathering weeds
- How she creates an ideal and acceptable financial plan to help with decision making
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- The new approach to retirement planning: part 1
- The new approach to retirement planning: part 2
- Guide to Practical Retirement Planning
This 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. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 episodi
The new approach to retirement planning: part 3 {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
Serie archiviate ("Feed non attivo" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Feed non attivo status. I nostri server non sono riusciti a recuperare un feed valido per un periodo prolungato.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 284150243 series 2293825
Guests: Mackey McNeill, CPA/PFS
Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step, including:
- How she opens the conversation to invite her clients in
- Why she has her clients who are couples create their goals separately
- What she says to get clients out of the data gathering weeds
- How she creates an ideal and acceptable financial plan to help with decision making
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- The new approach to retirement planning: part 1
- The new approach to retirement planning: part 2
- Guide to Practical Retirement Planning
This 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. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 episodi
Tutti gli episodi
×Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.