Aug 9, 2019
Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group
In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions:
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Don’t miss the other episodes in this series, Women & Wealth: Her Unique Needs:
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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.