Not Just for CPAs Who Practice Financial Planning
Lynn Clark, CPA
By Lynn F. Clark, CPA, Financial Planning Section Chairperson
The mission of the Financial Planning Section is “to educate CPAs about Financial Planning.”The Section continues to strive to be the resource that all CPAs need to service their clients, not just CPAs practicing Financial Planning. Our topics range from general information on issues we all need to know, like Estate Planning, to more complex areas such as Asset Protection or Stretch IRAs. The educational programs offered include monthly study groups and monthly luncheons; these presentations are limited to 2 hours and are on a variety of topics.In addition, we host an annual full day conference; the 5thAnnual Financial Planning Conference will be held on Friday, June 10, 2005.
While Education has always been the core mission of our section, we have identified Communication and Image as areas that are also important. We are putting more emphasis on communicating our events to the Society as a whole, but also to reaching some of the outlying areas of Arizona so we can provide education to those areas and include their input into the planning of events. In light of some recent press CPAs have received, we feel promoting our image is also important. Recently, we have begun working with Big Brothers/Big Sisters of Central Arizona to implement a program that will provide financial education to their participants. This will be an excellent volunteer opportunity for CPAs, in addition to promoting CPAs in a positive light, but also, will ensure that the participants gain some valuable insights into some core financial concepts.
As you can see, we’ve a lot going on! We hope to see CPAs from all areas of practice be involved in our section and our programs. Through education and working together we can have fun and help each other to be the most trusted advisors for our clients.
