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WEB SEMINARS

Date: Wednesday, July 23, 2008
Time: 2:00 pm ET /11:00 am PT
Duration: One hour
WEALTH MANAGEMENT IN A WEAK ECONOMY: A Web Seminar Series
STAYING THE COURSE
At the first signs of a market downturn, panicked clients may turn to advisors and insist upon a flight to seemingly lower risk assets. This may be a natural impulse, but exactly the wrong thing to do from an investment perspective. How can advisors best counsel clients to stick to their asset allocation goals and not give in to these behavioral biases?
On Demand
Increase Efficiency, Cash Flow and Profits With Integrated Back-Office Tools

View this on-demand web seminar to learn how to help your legal clients increase efficiency, cash flow and profits with integrated back-office tools designed specifically for law firms.

WEB SEMINAR ARCHIVES

Creating a Successful High Net Worth Financial Planning Practice

More CPAs are incorporating wealth management to their CPA practice as they look to enhance both client retention and revenue. Of course with growth comes challenges, from time management to marketing to client administration.

Increasing Profits this Tax Season with Organized, Indexed Client Tax Documents: A Guide to Evaluating Which Solutions Make Sense for Your Firm

View this web seminar to learn how organizing and indexing client tax documents can increase your firm's productivity and profitability this tax season.