Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (EST, PFP, TAX)

• Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP

Investment Best Ideas Panel

Revewing Trusts with a PFP/TAX Mindset

Session to be Announced

Mental Health (PFP, PRA, EDG, FIN)

Best ideas panel - Retirement

• Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Chief Financial Planning Nerd, Nerd's Eye View
• Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services

Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST)

• Justin Miller, J.D., LL.M., TEP, AEP(R), CFP(R), Partner and National Director of Wealth Planning, Evercore Wealth Management

Employee Engagement – The 5 Needs and The 12 Statements (PRA, EDG, PFP)

• Jaclyn T. Badeau, CPA, CGMA, MBA, EQ Certified, President, Badeau Consulting, LLC

Session to be Announced

• Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Chief Financial Planning Nerd, Nerd's Eye View

What to do When Your Insurance Company says "No"

• Mr. Jimmy J. Williams, CPA/PFS, CFP®, President and Founder, Compass Capital Management, LLC