ENG2532

Planning in a Changing Environment: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2025 and Beyond (TAX, PFP, EST)

Date
June 12, 2025

An esteemed panel of Tax Strategies, Advanced Personal Financial Planning, and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss — and immediately implement — with clients.

Speakers

Speaker Image for Mark Gallegos
Tax Partner, Porte Brown LLC
Speaker Image for Paige Goepfert
Managing Director, Andersen
Speaker Image for Scott Sprinkle
Managing Member, Sprinkle & Associates LLC
Speaker Image for Lyle Benson
Founder and President, L. K. Benson & Company

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