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PFP2439
Investment Best Ideas Panel
Date
June 6, 2024
$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 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
As CPAs and comprehensive planners, we can bring a financial view to our clients that no one else can. Learn how to leverage your knowledge and the expertise of others to help support your clients’ needs. Find out from a panel of advisors and practitioners how to assist and add value for both you and your clients.
Learning Objectives
- Differentiate concepts to generate tax alpha.
- Identify the value of asset location in where to purchase investments in various types of accounts.
- Compare ideas about investing during a presidential election year.
- Analyze asset allocation, considering where advisors are putting money now.
- Apply sound investment principles and discipline to assist clients versus partaking in investment gambling and underperforming market strategies.
Speakers
Managing Member, Sprinkle & Associates LLC
Managing Director, Goldman Sachs
Moderator
President, Frisch Financial Group, Inc.
Session Categories
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