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PFP2122 - PFP2122. Best Planning Ideas Panel, preceded by the PFP Distinguished Award Presentation

Jul 27, 2021 2:30pm ‐ Jul 27, 2021 3:45pm

Standard: $49.00


The Best Ideas Panel will pull together the best thinking from the first two days of the conference and some of our highest rated speakers. We will give the attendees practical planning strategies that affect their clients that they can implement now. Topics 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. Analyze best planning ideas from across all the sessions from the first two days of the PFP conference.
  2. Recognize current hot topics including tax planning, estate planning, retirement, elder planning, and other financial planning topics will be presented in a practical format.


  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One Investing
  • Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.

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