Mark Your Calendar: 8 Critical Questions Webconference

1st Global is sharing the eight critical questions tax practitioners need to answer about their practice and wealth management in an hour-long webconference on Wednesday, June 21, beginning at 10:30 a.m. Central Time. Wealth Management and Your tax Practice: 8 Critical Questions will offer specific action steps and systems ready to be put to work within a firm.


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Attendees will gain valuable insight into:

  • The fundamentals of wealth management
  • Beliefs about wealth management
  • Wealth management education
  • Client relationships
  • Wealth management systems
  • Leadership and success

To register for the webconference visit the 1st Global web site at: www.1stglobal.com.


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