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Best Planning Ideas Panel


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


Credits: None available.

Description

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.

Speaker(s):

  • 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
  • Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Publisher | Partner, Nerd's Eye View | Pinnacle Advisory Group
  • Dan S. Rubin, J.D., LL.M. (Taxation), Partner, Moses & Singer LLP

Credits

  • 0.00 - Administrative Practice

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