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Proactive Planning in Preparation for 2013


Nov 14, 2012 1:30pm ‐ Nov 14, 2012 2:45pm


Credits: None available.

Description

This year presents an unprecedented opportunity for you to differentiate your firm, differentiate your services and show that you provide significant value to your clients by having all of their financial planning needs in mind, including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth.

With the election behind us and less than 2 months to trigger planning strategies prior to year end, hear how leading practitioners are advising their clients for the remainder of the year given the current political climate and potential changes to the income and estate tax laws.

Speaker(s):

  • Sarah G. Bradley, Manager - Personal Financial Planning Member Specialization & Credentialing, AICPA
  • Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Bob Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income
  • Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC

Credits

  • 0.00 - Specialized Knowledge & Application

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