Jul 31, 2021
"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic"
Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person is you, and you're thinking about going solo or starting your own practice sometime in the next year, our forthcoming miniseries of special monthly episodes could be your essential companion on that journey. Our guest David Peters gives an overview of "Disrupting You: Going Solo".
Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.
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About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.
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