Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP®

Practical Wisdom from ACP Financial Advisors

Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

4+ y ago 27:26

MP3•에피소드 홈

This episode is the first in a series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. PJ Wallin, CPA/PFS, CFP®, Founder of Atlas Financial in Richmond, Virginia, talks about his experience as a founding member of the XY Planning Network and why he then joined ACP in 2016. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about PJ Wallin, please visit www.AtlasFG.com. Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode10 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12

25 에피소드

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP