Speaker
Moderator
Paula McMillan
CPA/PFS, CFP, CGMA
Wealth Advisor
Stearns Financial Group
Paula McMillan, CFP®, CPA/PFS, CGMA helps people pay less taxes and make more money as a financial advisor with a specific focus on income taxes and estate planning. *Published and quoted in CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger's, The Business Journal, How Stuff Works, NCACPA Interim Report and more. *Created two national AICPA podcast series on retirement readiness and women and wealth *TEDx presenter on the topic of Retirement: Longevity and Security. *AICPA Advanced Personal Financial Planning Conference Committee, Investment Subcommittee Chair *AICPA Personal Financial Specialist (PFS) Credential, Committee Member *Society of Financial Service Professionals (SFSP), Board Member *Society of Financial Service Professionals (SFSP) Foundation, Board Chair *Greensboro Estate Planning Council, Board Member *Plenteous Financial Forum, Founder and Chair *NCACPA Triad Women's Initiatives Group, Founder and Chair *NCACPA Women's Conference, Chair