For the majority of firms in the tax, accounting and financial advisory business, your well-worn, trusted client base of baby boomers is preparing to “blow out” and apathy toward younger generations of clients has left you without a “spare.”
The Financial Services Institute was founded to give a voice in Washington to Independent Broker Dealers and Independent Financial Advisors, and also to help ensure that all individuals continue to have access to competent and affordable financial advice, products and services delivered by a robust profession of independent financial advisors and independent broker dealer firms.
Add together prolonged low interest rates to advances in both health care and life expectancy, sprinkle in spiraling costs of healthcare and you have a recipe for major change in the long-term care (LTC) insurance industry
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.