105
Inside the Tax Studio: New Opportunities in Planning for Aging Clients
Date
May 23, 2016
$79
Standard Price
An informal, interactive conversation with two nationally renowned advisers on the important tax and financial planning issues facing our elderly clients today. You will:
• Understand the CPA’s role as trusted adviser to the aging client
• Learn about practical services the CPA can provide to this client base
• Learn about protecting aging clients from financial abuse and identity theft
Speakers
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
Attorney, CPA, Shenkman Law
Partner, Rowlands, LeBrou & Griesmer, PLLC
Tracks
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