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PFP2122
PFP2122. Best Planning Ideas Panel, preceded by the PFP Distinguished Award Presentation
Date
July 27, 2021
$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 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
The Best Ideas Panel will pull together the best thinking from the first two days of the conference and some of our highest rated speakers. We will give the attendees practical planning strategies that affect their clients that they can implement now. Topics will cover thought leadership in the income tax planning, estate planning, retirement and other areas as well as some of the general sessions. Our panel consists of individuals who are recognized experts in each area and consistently ranked as our top speakers at the conference.
Learning Objectives:
- Analyze best planning ideas from across all the sessions from the first two days of the PFP conference.
- Recognize current hot topics including tax planning, estate planning, retirement, elder planning, and other financial planning topics will be presented in a practical format.
Speakers
Lead Financial Planning Nerd, Kitces.com
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
Founder and President, L. K. Benson & Company
Steven Siegel, J.D., LL.M. (Taxation)
President, The Siegel Group
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director, Meara Welch Browne, P.C.
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