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Advanced Personal Financial Planning Conference 2014 - Virtual


Best Planning Ideas Panel


Jan 21, 2014 5:10pm ‐ Jan 21, 2014 6:25pm

Description

Join us for a panel discussion of the best planning ideas for 2014. New ideas will be proposed and discussed by our top rated speakers who are leaders in their respective fields. We will focus on ideas and strategies that you can put in practice now for your clients in the areas of financial planning, income and estate tax planning, risk management, and investment strategies.

Speaker(s):

  • Stephen R. Akers, JD, Managing Partner, Fiduciary Counsel, Southwest Region, Bessemer Trust
  • Lyle K. Benson, CPA, PFS, President, L.K. Benson & Company
  • 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
  • Ted Sarenski, CPA/PFS, CFP, AEP, CGMA, CEO, Blue Ocean Strategic Capital, LLC

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