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Best Planning Ideas Panel
Date
January 22, 2013
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.
Speakers
Partner, Keebler and Associates, LLP
Daniel S. Rubin, J.D., LL.M. (Taxation)
Partner, Farrell Fritz, P.C.
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH
Chief Financial Planning Nerd, Nerd's Eye View
Founder and President, L. K. Benson & Company
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