Aug 20, 2019
Guest: Bob Keebler, CPA/PFS & Dr. Robert LeClair
In this episode, Bob Keebler, CPA/PFS interviews Dr. Robert LeClair about the recent market volatility and the lower interest rate environment, including:
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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at https://www.aicpa.org/interestareas/personalfinancialplanning.html to join our community and gain access to valuable member-only benefits.
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