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2022 AICPA & CIMA ENGAGE

PFP2219 - Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation


Jun 7, 2022 3:15pm ‐ Jun 7, 2022 4:30pm


Standard: $49.00

Description

A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.

Learning Objectives:
  • Identify planning opportunities across all areas of personal financial planning.
  • Distinguish practical planning ideas for clients.
  • Assess a discussion among leaders in the profession about the best planning ideas across all conference sessions.

Speaker(s):

  • Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
  • Daniel S. Rubin, J.D., LL.M. (Taxation), Partner, Farrell Fritz, P.C.
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group

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