Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
  • Thomas N. Tillery, MA Ed., MSFS, AEP, CFP, CLU, ChFC, LUTCF, CRPC,, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.
Tags: PFP
ENG303. Answering Investor Calls for Environmental, Social and Governance (ESG) Information
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
PFP302. Creating a Lean Advisory Practice
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
ENG301 The Impact of Unconscious Bias in the Workplace
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Dr Florence M. Holland, EdD, Lead Manager - Pipeline Initiatives, Diversity & Inclusion, Association of International Certified Professional Accountants
ENG302. HR Issues Continue to Evolve: Strengthen Client Relationships with HR Advisory Support
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
PFP301. Financial Planning Process Insights from the Latest Kitces Research Survey
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Derek Tharp, Ph.D., CFP®, CLU®, Lead Researcher, Kitces.com
PFP2021. PFP Keynote: Communication Excellence and Business Success
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
PST2003. Inspector Gadget
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • David M. Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC
ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP)
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
PFP2020. Best Planning Ideas Panel
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group
  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.
  • Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income