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PFP2219
Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation
Date
June 7, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from AICPA & CIMA ENGAGE 2022:
A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.
Learning Objectives
- Identify planning opportunities across all areas of personal financial planning.
- Distinguish practical planning ideas for clients.
- Assess a discussion among leaders in the profession about the best planning ideas across all conference sessions.
Speakers
Financial coach, Financial Bliss with Kelley Long
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director, Meara Welch Browne, P.C.
Daniel S. Rubin, J.D., LL.M. (Taxation)
Partner, Farrell Fritz, P.C.
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
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