Both accountants and financial planners are crucial parts of a financial team, but their areas of focus are very different. Expecting one to do the job of the other won’t produce the best results. This webinar addresses situations for an accountant, situations calling for a financial planner, and how both can work together. Carly Chohon, CPA, and Shawn McElderry, wealth advisor, team up to present this webinar. By hearing from each side, attendees will learn about how each type of professional can help with different situations.
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