A few weeks ago, practitioners were confused and racing to figure out ways to find financial support for their practices and office teams, Now that many have received funding and have still not reopened or have reopened on a limited basis, there are new questions and concerns. This webinar will review how you may best use funds received and offer other information to navigate the financial waters in the post pandemic world.
Dan Wicker is an alumnus of Kansas State University and joined Cain Watters and Associates as a financial planner in 1997. In 2008, Dan was elected to oversee CWA as its Managing Partner.
In addition to seeing long-term clients, he oversees the financial planning process as well as the financial planners as the Managing Partner.
He is a Certified Financial Planner and has a Personal Financial Specialist (PFS) license from the American Institute of Certified Public Accountants. He is also an Investment Advisor Representative and a member of the Texas Society of CPAs.
1 CE Credit to AAPMD Members
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