Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS

Practical Wisdom from ACP Financial Advisors

Nội dung được cung cấp bởi Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

4y ago 26:24

MP3•Trang chủ episode

This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12

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#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP