Tracks:
Advanced Estate Planning
Advanced Personal Financial Planning
Practitioners and TECH+
Tax Strategies for the High-Income Individual
Titles on your LinkedIn profile:
Partner, CEO, President, Principal, Director, Owner
Your professional credentials and affiliations:
CPA, CPA/PFS, CFP, CFA
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Set and lead the competitive pace for growth
- Hear more clients say "I couldn't have done this without you"
- Make the right management decisions to secure my firm's longevity
In your toolkit:
- Tax, retirement, estate, risk management and investment planning
- Alternative fee structures
- Succession planning
- Financial planning software