Adding Personal Financial Planning Services to Your Practice Webinar

Alan M. Schapire, MBA, CPA/PFS, CFP®

Alan M. Schapire is the founding principal of Convergent Financial Strategies LLC.  He serves as the Managing Director of Tax Planning.

Alan is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA). He has served on the NAPFA Northeast-MidAtlantic Region Board and on the PICPA Personal Financial Planning Committee, including three years as Committee Chair.

Alan earned a Bachelor of Science (Accounting) degree and a Master of Business Administration (Finance) degree from Drexel University in Philadelphia. He has been a CPA since 1987 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 2001. In 2002, he received his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). The PFS mark is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS.

Alan has provided financial and tax planning services to clients since 2001. He and his family live in Delaware County, Pennsylvania. Although his ties to his alma mater, Drexel University, are still strong, Alan considers his family to be a George Washington University family as his older daughter graduated from GWU in May 2014 and his younger daughter began her GWU experience in August 2014. When not assisting his clients, Alan enjoys traveling with his family and participating in community activities. He currently serves on the Board of Overseers of Hillel at Drexel University.

Ms. Basso has been involved for many years with the PICPA's Personal Financial Planning Committee and is the Immediate Past Chairperson. She is a frequent speaker and is actively involved in presenting financial literacy programs such as the PICPA's Money & Life and Take it to the Bank programs. Working with the PICPA she prepared a retirement planning curriculum for the Women's Oppurtunity Resource Center (WORC), Philadelphia PA. She has been a multi-year presenter at the Philadelphia Academy of Fine Arts (PAFA) and University of the Arts annual tax education workshops for its students in Philadelphia, PA, and has presented financial literacy programs for the Chester County Library. She has appeared on the NBC10 Money School with Tracy Davidson, the CBS3 Investment and Tax Phone Banks and Mary and Money with the award winning Mary Caraccioli.

John graduated magna cum laude from Villanova University in 1994, and

graduated with high honors from George Washington University Law School in

1997. John is admitted to practice in Pennsylvania, Virginia and the District of

Columbia.