In The News

1st Global Client Experience Officer Jeff Magson, CRPC® to Speak at Upcoming MACPA PFP Conference

Sep 26, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson will be part of a powerful lineup of influential speakers within the CPA financial planning industry at the 32nd Annual Personal Financial Planning Conference, hosted by the Maryland Association of CPAs (MACPA) on Oct. 24.

Similar to his recent feature article on CNBC.com, Jeff will present on the critical reasons why financial planners and advisors need to diversify their fees among several service areas. Attendees will learn why Jeff says “Behavioral financial advice, risk-management strategies, estate planning and charitable giving advice are all critically important concerns of today’s individual investors.”

About the MACPA Personal Financial Planning Conference

The MACPA Personal Financial Planning Conference is an important professional development conference for accounting professionals who understand the vital role they play for their clients when it comes to offering financial planning services. This conference serves as a catalyst to enhance knowledge in the areas of retirement and financial planning services for CPAs. You can learn more about the MACPA’s Personal Financial Planning Conference at the event website: https://www.macpa.org/product/32nd-annual-personal-financial-planning-conference/

About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

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