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

To submit a question or participate in polling, click the link above. 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.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Advanced Preparation
None
Session Tags
PFP
CFP
Investments and Wealth Institute CE
Speakers
Image of Kelley Long

Kelley Long

CPA/PFS, CFP®
Financial wellness coach and consultant
Financial Bliss with Kelley Long
Image of Theodore Sarenski

Theodore Sarenski

CPA/PFS, CFP, AEP, CGMA
Wealth Adviser
Sage View Advisory Group
Image of Julie Welch

Julie Welch

CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director
Meara Welch Browne, P.C.
Image of Daniel Rubin

Daniel Rubin

J.D., LL.M. (Taxation)
Partner
Farrell Fritz, P.C.