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Best Planning Ideas Panel

Jan 22, 2013 12:55pm ‐ Jan 22, 2013 2:10pm

Credits: None available.


Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now.


  • Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP
  • Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Chief Financial Planning Nerd, Nerd's Eye View
  • Daniel S. Rubin, J.D., LL.M. (Taxation), Partner, Farrell Fritz, P.C.


  • 0.00 - Administrative Practice

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