CPA Financial Planning Thought Leadership: Being the Advisor of Choice Presented by: Lyle Benson, CPA PFS, CFP® (Moderator) Clark M. Blackman II, MA, CPA PFS, CFA, CIMA, CFP®, AIF® - Cima - Document - PDFSEARCH.IO

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	CPA Financial Planning Thought Leadership: Being the Advisor of Choice Presented by: Lyle Benson, CPA/PFS, CFP® (Moderator) Clark M. Blackman II, MA, CPA/PFS, CFA, CIMA, CFP®, AIF® Add to Reading List Document Date: 2014-07-25 14:50:07 Open Document File Size: 701,03 KB Share Result on Facebook Company L.K. Benson & Company / Capgemini / Hanover Private Client Corporation / CEG Worldwide LLC / / Facility Integrated Planning American Institute of CPAs / American Institute of CPAs / / IndustryTerm institutional tools / risk management / insurance agents / financial services / / Organization AICPA / American Institute of CPAs / Call AICPA Member Service / / Person II MA / Outlook / Dirk Edwards / Thomas J. Trainor / Clark M. Blackman / II / Clark M. Blackman II / Lyle Benson / / / Position Personal Financial Specialist / CPA Financial Planning Thought Leadership / expanded business model / Advisor / CPA / Advisor Relationships / mono-line advisors / CPA financial planner / / ProgrammingLanguage CLU / / SocialTag Financial planner American Institute of Certified Public Accountants Certified Public Accountant Financial adviser Continuing professional education CPA Minnesota Society of Certified Public Accountants Professional accountancy bodies Business Finance

CPA Financial Planning Thought Leadership: Being the Advisor of Choice Presented by: Lyle Benson, CPA/PFS, CFP® (Moderator) Clark M. Blackman II, MA, CPA/PFS, CFA, CIMA, CFP®, AIF®Add to Reading List