Unearthing the Financial Gems Buried in Your Clients’ Tax Returns

RoundTableJoin us at the next quarterly Generation Next RoundTable Forum where facilitators Tom Rabaut, CFP® and Frank St. Onge, CFP®, EA will lead us in a discussion entitled “Unearthing the Financial Gems Buried in Your Clients’ Tax Returns … how to discover the hidden stories and reveal the financial opportunities within your clients’ lives – through the analysis of their tax returns.”  The forum will provide an opportunity for experienced professionals to share industry wisdom and insights with new planners and career changers.  The event will be an open format that encourages interactive discussion between both generations of planners.

When:  Tuesday, May 21st
Time:  5:30 pm to 7:30 pm (a light dinner will be served)
Location:  Offices of Center for Financial Planning in Southfield
To register, please click here.

Generation Next RoundTable Forum … a quarterly program to help bridge the gap between today’s financial planning professionals
LEADERS and LEARNERS.

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