Continuing Education for Dan!

In late fall, Dan attended an educational session of the Academy of Preferred Financial Advisor’s 2019 Exclusive Coaching Program in Las Vegas. The quality and quantity of learning was exceptional! From year-end tax planning solutions, to reading a tax form line-by-line, and practice management strategies, we learned how best practices are raising the bar for clients. This session was standing room only and offered 7 ½ hours of continuing education credits. We can now take this information home and apply it to our practice to better serve our clients!