Join us for a dynamic panel discussion with a group of Certified Public Accountants (CPAs) who made the decision to expand their practice to include wealth management services.
Join us for a dynamic panel discussion with a group of Certified Public Accountants (CPAs) who made the decision to expand their practice to include wealth management services. This knowledgeable group share their insights on both the challenges and opportunities they faced in making the transition, as well as the benefits of offering a more holistic approach to their client’s financial needs.
Through this webinar, you will gain valuable knowledge on:
- The skills and resources to help you successfully provide wealth management services.
- Best practices for growing your firm.
- How Buckingham can help CPAs on their journey to expanding their services.
This virtual event is ideal for CPAs who are considering expanding their services as well as for those who have already made the transition and want to learn from the experiences of others.
Managing Director of Advisory Solutions, Buckingham Strategic PartnersAs the managing director of solutions, Jonathan Scheid is responsible for developing and implementing investment research in a way that helps communicate the merits of our investment philosophy to advisors and investors at Buckingham Strategic Partners. He received his bachelor of science in business, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan has also earned his Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® designations.
Managing Director of Advisor Relations, Buckingham Strategic PartnersFor 25 years, Steve has helped advisors get into the RIA space and helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design | Build | Protect® client experience process, along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know.
President and Chief Manager, Pugh Wealth Management, LLCSusan has been in public accounting since 1986 and she specializes in providing consulting, tax planning, and tax preparation services for closely-held businesses, individuals, estates and trusts. She is often called upon for seminars and presentations on the topics of leadership, strategic business relationships, and various technical topics within her tax specializations.
Principal, Jackson Thornton Asset ManagementShaw Pritchett is a principal and financial advisor with Jackson Thornton Asset Management (JTAM) where he helps clients solve complex financial matters and assists them in meeting their financial goals. Prior to joining JTAM, Pritchett provided accounting and tax services to owners of closely held businesses for more than 20 years.
Buckingham Strategic Partners
When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.