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Advanced Personal Financial Planning Conference 2015 - Virtual


Recent Developments & Best Planning Ideas Panel


Jan 20, 2015 5:00pm ‐ Jan 20, 2015 6:15pm

Description

Join us for a panel discussion on the best planning ideas for 2015. 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 you can put in practice now for your clients in the areas of personal financial planning, income tax and estate planning, retirement, risk management and investment strategies.

Speaker(s):

  • 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
  • Daniel S. Rubin, JD, LLM (Taxation), Partner, Moses & Singer LLP
  • Ted Sarenski, CPA/PFS, CFP, AEP, CGMA, CEO, Blue Ocean Strategic Capital

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