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Best Planning Ideas Panel


Jan 19, 2016 5:05pm ‐ Jan 19, 2016 6:20pm


Credits: None available.

Description

Join us for a panel discussion on the best planning ideas for 2016. New ideas will be proposed and discussed by our top-rated speakers who are leaders in their respective fields. We will focus on ideas and strategies to put in practice now for your clients in the areas of personal financial planning, income tax and estate planning, retirement, risk management and investment strategies.

Speaker(s):

  • Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Susan J. Bruno, CPA/PFS, CFP, Managing Director, Beacon Wealth Consulting South
  • Bob Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
  • Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group
  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income

Credits

  • 0.00 - Tax

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