Tracks:
Advanced Estate Planning
Advanced Personal Financial Planning
Practitioners and TECH+
Corporate Finance and Controllers
EDGE Career Development
Tax Strategies for the High-Income Individual
Titles on your LinkedIn profile:
Paraplanner, Financial Planner, Adviser, Associate Planner
Your professional credentials and affiliations:
CPA, CPA/PFS, CFP (or on your way)
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Gain more experience and become the lead adviser to my favorite clients
- Build my reputation among colleagues and my network
- Brainstorm and implement innovative strategies
- Develop my ability to critically evaluate various situations
In your toolkit:
- Tax, retirement, estate, risk management and investment planning
- 529s
- Social Security planning