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Bob Veres, Lyle Benson and Clark Blackman will each present their one “big idea” that advisors and planners should focus on in 2015. Each of those individuals are thought leaders in APViewpoint, the free on-line community that now serves over 3,000 advisors. Come and participate in the discussion with these three industry experts.
Speaker(s):
Lyle
K. Benson,
CPA PFS CFP,
Founder and President,
L. K. Benson & Company
Clark
M. Blackman,
MA, CFA, CFP, CPA*/PFS, CIMA,
PRESIDENT/CEO,
ALPHA WEALTH STRATEGIES, LLC