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PFP1928 - Best Planning Ideas (Preceded by the Presentation of the 2018 Distinguished Service Award)

Jun 11, 2019 3:45pm ‐ Jun 11, 2019 5:05pm

Standard: $49.00


The Best Ideas Panel will pull together the best thinking from the first two days of the conference. We will give the attendees practical planning strategies that affect their clients that they can implement now. Topic will cover thought leadership in the income tax planning, estate planning, retirement and other areas as well as some of the general sessions. Our panel consists of individuals who are recognized experts in each area and consistently ranked as our top speakers at the conference. 

Learning Objectives:

  1. Implementable best planning ideas from across all the sessions from the first two days of the PFP Conference.
  2. Current topics including tax planning, estate planning, retirement, elder planning, and other financial planning topics will be presented in a practical format.


  • Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
  • Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.

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