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Using Form 1040 in Addressing Your Clients Financial Situation
Join Jeff Rattiner, CPA, CFP®, MBA, of Rattiner’s Financial Planning Fast Track ™, Inc., as he helps you discover why utilizing Form 1040 will be your best tool to meet with existing and potential clients.

Key Takeaways:
• Explore financial planning angles (not the income tax angle).
• Understand client financial concerns
• Uncover neglected key areas
• Use Form 1040 as a roadmap

Aug 3, 2020 01:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Jeff Rattiner.