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PFP1833
Presentation of the 2017 Distinguished Service Award & Best Planning Ideas Panel
Date
June 12, 2018
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…
It's Back! Please join us to hear the best ideas presented during the conference's first two days. as an added feature, we have asked all speakers to come up with one or two best ideas from the session or sessions they are presenting. Hear the best ideas from the sessions you were not able to attend, and take away from the conference a checklist of items to improve your practice and benefit your clients
Speakers
Editor, Inside Information
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director, Meara Welch Browne, P.C.
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH
Chief Financial Planning Nerd, Nerd's Eye View
Founder and President, L. K. Benson & Company
Steven Siegel, J.D., LL.M. (Taxation)
President, The Siegel Group
General
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