Continuing Education for Our Team Members

We Believe In Continuing Education to Help Our Clients!

(l to r): Tim Huynh, CFP(R)
and Dan Song, CFA (R)

Dan just returned from 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, Dan learned how best practices are raising the bar for clients. This session offered 7 ½ hours of continuing education credits. WFP can now take this information apply it to our practice to better serve our clients!

Tim also just returned from a two-day educational workshop hosted by Horsesmouth in New York City, where he learned about new tax planning strategies that can help clients reduce how much they pay in taxes. These tax-reduction strategies are important to all our clients, especially our retirees, so we are always staying ahead of the curve and are always learning new ways to ultimately help you!