Join Rob Reed, one of ACA's group instructors, as we review these core ACA concepts:
SPARC
The Year End Review meeting
Then we’ll open the discussion for participants to share their ideas about client retention.
Learning Objectives:
Learn the 5 concepts covered in SPARC and how to use each
Learn what topics to cover in the Year End Review
Prerequisites:
None
Advanced Preparation:
None
Registration is required. Register HERE. Connection information for the webinar is available on the last page of the online registration.
Facilitator Bio:
Rob Reed earned a doctorate in cultural anthropology in 1989. He was a professor at the Ohio State University for ten years where he taught graduate and undergraduate courses. He is a Vietnam veteran.
His interest in personal financial planning developed as he managed his own family’s finances and especially as he confronted the complexities of OSU’s retirement plan and Ohio’s State Teachers Retirement System.
In 2000 He founded Reed Financial Planning out of a desire to help regular people organize their financial lives. His firm is dedicated to providing comprehensive financial advice to middle-income Americans. His background gives him personal experience in dealing with issues confronting educators and state employees. He also has a personal interest in working with creative professionals. He has published a finance book for artists; Your Art is Your Business: a guide for the working artist.
Rob is a Certified Financial Planner™ certificant and belongs to NAPFA. Rob is a Registered Investment Advisor in the State of Ohio and a member of NATP. In 2001 Rob helped found the Alliance of Cambridge Advisors, a national association of fee-only financial advisors dedicated to serving middle-income Americans.
If you have a complaint about this or any other ACA sponsored CE presentation, please contact Cathy Stegmaier, Executive Director or Rosanna Norwood, Executive Assistant.
ACA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education of the national Registry of CPE Sponsors. State boards have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.learning market.org