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AICPA & CIMA ENGAGE 2023

PFP23102F - Next Steps: Practical Advice from the Panel and Q&A


Jun 4, 2023 3:45pm ‐ Jun 4, 2023 4:55pm


Description

This final session will offer practical advice from the experts and will help you take the next steps based on what you have learned over the past two days, including: * Resources, tools and learning integral to success * Pressure points to be aware of as you make decisions forward * Action steps to create and stay on track with your game plan * Their one best piece of advice

Panelist(s):

  • Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning, LLC
  • Dirk Edwards, CPA, JD, PFS, Partner, Edwards Bradley PC
  • Brooke Salvini, CPA/PFS, CFP, Principal, Salvini Financial Planning
  • Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC
  • David Stolz, CPA/PFS, CFP, CDFA, President, Stolz and Associates
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Moderator(s):

Tags: PFP

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