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Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now.
Speaker(s):
Lyle
K. Benson,
CPA PFS CFP,
Founder and President,
L. K. Benson & Company
Robert
S. Keebler,
CPA/PFS, MST, AEP (Distinguished),
Partner,
Keebler and Associates, LLP
Michael
E. Kitces,
MSFS, MTAX, CFP, CLU, ChFC, RH,
Chief Financial Planning Nerd,
Nerd's Eye View
Daniel
S. Rubin,
J.D., LL.M. (Taxation),
Partner,
Farrell Fritz, P.C.
Credits
0.00
- Administrative Practice
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