CPA Financial Planner - Associate to Manager | AICPA ENGAGE 2019

The Client Advocate

CPA Financial Planner - Associate to Manager

Up to 39.5 CPE

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Adviser, Senior Adviser, Lead Adviser, Investment Counsel, Senior Financial Planner, Senior Manager, Senior Wealth Manager

Your professional credentials and affiliations:

CPA, CPA/PFS, J.D., LLM, AEP

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • Sit at the executive table in the next five years
  • Help my clients reach their retirement goals in a seamless way

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Tax reform and legislation

Your agenda at AICPA ENGAGE 2019

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