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PFP2219 - Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation

‐ Jun 7, 2022 4:30pm

A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.

Learning Objectives:

  • Identify planning opportunities across all areas of personal financial planning.
  • Distinguish practical planning ideas for clients.
  • Assess a discussion among leaders in the profession about the best planning ideas across all conference sessions.