GROW & NETWORK
AN EXCLUSIVE COMMUNITY FOR FUTURE FACING CPAs
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PROACTIVE PLANNING
Discover ways to provide clients with proactive planning solutions. Incorporate tax planning, financial planning, insurance and estate planning into your service offering to better serve high valued clients.
STRATEGIC THINKING
Develop partnerships and bring in subject matter experts to work with your clients. Learn about ways to incorporate holistic advice and provide clients with tax efficient and wealth building strategies.
PATH TO "RIA"
Join our community to start your pathway to becoming a Wealth Advisor with information regarding licensing, registration, compliance, and operational requirements to start your own RIA.
An exclusive online community designed to provide accounting professionals with a place to learn, network and grow.
BECOME A CFO “CHIEF FAMILY OFFICER”
Our initiative, with our AFO Wealth Management Foward Online Community, is to support CPAs & accounting firms wanting to create and grow their practice through the adoption of holistic wealth management services.
WHAT YOU WILL GAIN:
- Access to AFO|WMF Network & Community
- AFO|WMF courses
- Exclusive webinars with FinTech Providers
- Events, live Q&As with Wealth Management, Accounting Professionals & influencers
- Early Access to Podcast episodes
- Monthly live Q&As with one AFO Advisors
- Learn how to maximize your wealth management relationships
- Earn CPE via our podcast episode through EarMarkCPE
FAQS
There is no cost to join. We are a community that leverages the expertise of professional service providers with the goal of collaborating to provide clients with better outcomes
You do not have to be a CPA to join. We invite people from the accounting and financial advisory professions to join and collaborate to help one another grow.
Click on the orange button on this page to join.
Our community can help you leverage the expertise of experienced professionals to help you grow your practice.
Our community provides a unique environment consisting of people who are on the leading edge of incorporating holistic advice by bringing together those in the accounting and wealth management professions.