Bob Veres Inside Information: Jan. 2021

In this issue of Bob's Inside Information, he will explore special topics of interest to your firm for the new year. To start with, expert Matthew Jackson maps out his thoughts on how the planning profession will evolve and how this will include a new, deeper service model for clients. Bob also expresses his thoughts on the importance of belonging to a professional association, with a special recommendation for the AICPA PFP Section. To wrap things up, Bob closes with