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Recent Developments & Best Planning Ideas Panel
Date
January 20, 2015
Join us for a panel discussion on the best planning ideas for 2015. New ideas will be proposed and discussed by our top-rated speakers who are leaders in their respective fields. We will focus on ideas and strategies you can put in practice now for your clients in the areas of personal financial planning, income tax and estate planning, retirement, risk management and investment strategies.
Speakers
Partner, Keebler and Associates, LLP
Daniel S. Rubin, J.D., LL.M. (Taxation)
Partner, Farrell Fritz, P.C.
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH
Chief Financial Planning Nerd, Nerd's Eye View
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
Founder and President, L. K. Benson & Company
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