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Self-Study CPE
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Planning the Transition: How Accountants Can Thrive as Financial Advisors

PLANNING THE TRANSITION: HOW ACCOUNTANTS CAN THRIVE AS FINANCIAL ADVISORS

Available Date(s)
Tuesday, June 15, 2021: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Accountants are frequently considered one of the most trusted of all professionals. Today more accountants are offering comprehensive planning services in such areas as retirement planning, insurance, and mortgage/lending products. FFP Wealth Management, with over 30 years of experience and hundreds of success stories, can help your accounting firm with the task of “Planning the Transition” to financial services. By offering these services, you can become your clients’ trusted financial advisor, all while growing your accounting practice and enjoying a greater quality of life.
 
Learning Objectives: 


  • Determine why your firm should offer financial services

  • Identify the 4 methods of understanding provider issues

  • Identify 3 ways to smooth cash flow

  • Summarize how to get started with licensing

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A native of Jersey City with a bachelor’s degree in accounting from St. Peter’s College, John has been a CPA since 1987 and began his own financial planning firm in 1989. John is also a Personal Financial Specialist (PFS) and Certified Financial Planner®. In 1989 he expanded the CPA firm to include financial planning, to give his clients the same high level of service and support they had become accustomed to when working with him for tax planning.

 "When I referred my tax clients to other financial advisors, I saw that many clients were returning with plans that didn’t address their goals adequately. The planners weren’t really paying attention to my clients’ needs,” John says. “That concerned me enough to make it my business to offer reputable financial planning services in my tax office.” As the founding partner of an independent financial planning firm, FFP Wealth Management allows John to provide each client an individualized plan using the firm’s Wealth Maximizer.

This thoroughly analyzes a client’s situation before building a cohesive, long-term plan with special attention to the years leading up to and immediately following a client’s retirement. Today, John and FFP Wealth Management are not only servicing the financial planning needs of his growing list of clients, but he is actively mentoring and offering advice to over 115 CPA firms around the country, who wish to transition their business to include financial services for their clients. He has written several articles, spoken at tax seminars, and even co-authored a book with his brother Joseph on the subject.

John recently appeared on Fox Business and was mentioned in Business Week, Newsweek, Senior Market Advisor, and other local publications. He speaks regularly at the firm's training meetings attended by fellow tax and financial professionals. “Trust… it’s more than a word. We understand and appreciate the tremendous trust you place in us and the importance of your decision to use our services to help you reach your long-term goals. We want to earn your business not only today but for the next ten and twenty years when you may need us most. Being successful isn’t easy and requires hard work. We love what we do and will work to exceed your expectations and assist you in achieving your goals!”

John has also been an active member of his community throughout the year. He was a coach of several sports teams and as a board member for the Windmill Alliance providing jobs and housing for mentally and physically challenged adults. As a past president of the Bayonne Family YMCA, he turned around a near-bankrupt organization, paid off all debt, and generated annual profits in excess of $100,000 while providing housing, daycare, and health club services.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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FFP Wealth Management was founded over 30 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement. 

Graziano & Company, CPAs with a staff of 5 professional and 5 support staff serves over 350 business clients and prepares almost 3,000 individual tax returns annually. The firm has two locations with a CPA managing each location so John can focus on managing the business and more importantly assisting his clients in reaching their retirement and financial goals.