Find Out When It’s Time to Fire Your Client at Our Lunch & Learn

You’ve all had that client—the one who calls at night or on weekends, makes last-minute demands, forgets to send you the documents you need, and generally is unpleasant to deal with. You tolerate it because their business is valuable. But at what point is it more trouble than it’s worth, and how do you pull the plug on the relationship?

Find the answers to that question and more by joining Bloomberg Tax and Bloomberg Law Insights & Commentary teams on Oct. 26 from noon to 1 p.m. EDT for “How to Know When to Fire a Client,” part of our free virtual Lunch & Learn series.

We’ve recruited two certified financial planners to help you figure out when it’s time to cut ties with a problematic person or organization.

Rubina Hossain is a client adviser at MEIRA, a comprehensive financial planning firm headquartered in Coral Gables, Fla., and an expert contributor for annuity.org. She volunteers for the Savvy Ladies financial helpline for women and for the Certified Financial Planner Board as a subject matter expert.

Kelben Holbrook is an enrolled agent and founder of Holbrook Accounting Services, Inc. He helps business owners and investors achieve greater success and efficiency by using cloud-based technology.

You can join us for this free virtual event, no registration required, by signing on here at noon on Oct. 26 or by calling +1-301-715-8592 US and entering the meeting ID: 928 2447 0221.