Area of Focus Sessions ENG2616. IRA/Retirement Account Update (EST, TAX, PFP) Date/Time Jun 10, 2026 1:30 –2:45 PM PDT (1h 15m) CPE Credits 1.5 Session Tags Personal Financial Planning Tax Strategies for the High-Income Individual Advanced Estate Planning Speakers Jeffrey Levine CPA/PFS, CFP, ChFC, RICP AIF, CWS, BFA, MSA Chief Planning Officer Focus Partners Back
