Dates and location
Hours
Dates and location
Hours
Description
In today’s uncertain economic environment, accountants are increasingly being asked questions about investing, whether for their own portfolios or to help guide their clients’ thinking. This session provides a practical and accessible framework for understanding the fundamentals of investing, common tax planning myths related to investments, and how accountants and financial planners can work together to optimize outcomes. Attendees will leave better equipped to navigate investment discussions without crossing into the realm of providing advice, and will learn where strategic collaboration can add tremendous value for clients over time.
Key Takeaways
In this session, learners will:
- Understand the core building blocks of investment portfolios; stocks, bonds, cash, and how they interact with taxes and risk.
- Identify and correct common tax planning myths that can hinder long-term wealth building.
- Recognize real-world case studies where proactive collaboration between accountants and financial planners significantly improves client outcomes.
- Learn simple frameworks to guide clients’ thinking during volatile times without overstepping into investment advice.
Who Will Benefit
All CPAs wishing to take control of their investments to increase their returns and effectively advise their clients in uncertain and volatile times.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Julia Chung, CFP®, CLU, FEA, TEP, Financial Planning & Family Enterprise Consultant, provides a unique approach to personal, corporate, and family enterprise financial planning services. With well over 25 years in the world of finance, she brings an unparalleled amount of experience, knowledge, and skill to her deep discussions with the people she supports everyday. Julia’s focus is on providing clear, understandable education, support, and clarity at just the right times to empower people to make the decisions that will bring them closer to the life they really want.