0       0

Advanced Personal Financial Planning Conference 2013 Virtual


Best Planning Ideas Panel


Jan 22, 2013 12:55pm ‐ Jan 22, 2013 2:10pm

Description

Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now.

Speaker(s):

  • Lyle K. Benson, CPA, PFS, President, L.K. Benson & Company
  • 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
  • Daniel S. Rubin, JD, LLM (Taxation), Partner, Moses & Singer LLP

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content