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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
Speaker(s):
Lyle
K. Benson,
CPA PFS CFP,
Founder and President,
L. K. Benson & Company
Michael
E. Kitces,
MSFS, MTAX, CFP, CLU, ChFC, RH,
Chief Financial Planning Nerd,
Nerd's Eye View
Steven
Siegel,
J.D., LL.M. (Taxation),
President,
The Siegel Group