1st Global Client Experience Officer Jeff Magson, CRPC® to Speak at Upcoming MACPA PFP Conference

1st Global Executive Vice President and Client Experience Officer Jeff Magson will be part of a powerful lineup of influential speakers within the CPA financial planning industry at the 32nd Annual Personal Financial Planning Conference, hosted by the Maryland Association of CPAs (MACPA) on Oct. 24.

Similar to his recent feature article on CNBC.com, Jeff will present on the critical reasons why financial planners and advisors need to diversify their fees among several service areas. Attendees will learn why Jeff says “Behavioral financial advice, risk-management strategies, estate planning and charitable giving advice are all critically important concerns of today’s individual investors.”

About the MACPA Personal Financial Planning Conference

The MACPA Personal Financial Planning Conference is an important professional development conference for accounting professionals who understand the vital role they play for their clients when it comes to offering financial planning services. This conference serves as a catalyst to enhance knowledge in the areas of retirement and financial planning services for CPAs. You can learn more about the MACPA’s Personal Financial Planning Conference at the event website: https://www.macpa.org/product/32nd-annual-personal-financial-planning-conference/