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A panel of CPA thought leaders from the Financial Planning, Income Tax, and Estate Planning areas will share their best ideas for planning for individuals and families in all areas of personal finances for 2023 and beyond.
Learning Objectives:
Identify planning opportunities across all areas of personal financial planning.
Address the interconnected areas of financial planning, income tax, estate planning, retirement planning, investments, risk management, and other related topics.
Distinguish practical planning ideas for clients and how to implement them successfully.
Assess a discussion among leaders in the profession about the best planning ideas across all Engage conference sessions.
Panelist(s):
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group
Moderator(s):
Lyle
K. Benson,
CPA PFS CFP,
Founder and President,
L. K. Benson & Company
Panelist(s):
Lisa
Featherngill,
CPA/PFS, CFP (R),
National Director of Wealth Planning,
Comerica Bank