Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP®

Practical Wisdom from ACP Financial Advisors

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5y ago 27:26

MP3•Главная эпизода

This episode is the first in a series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. PJ Wallin, CPA/PFS, CFP®, Founder of Atlas Financial in Richmond, Virginia, talks about his experience as a founding member of the XY Planning Network and why he then joined ACP in 2016. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about PJ Wallin, please visit www.AtlasFG.com. Listen to the second episode in the “Greater Together" series, featuring Chris Wentzien, CFP®, CPA/PFS, discussing dual membership in AICPA and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode10 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12

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#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP