CPA Financial Planner - Firm Leader, Partner | ENGAGE 2020

The Leader of Planners

CPA Financial Planner - Firm Leader, Partner

Up to 38 CPE

Conference:

Advanced Estate Planning

Titles on your LinkedIn profile:

Partner, CEO, President, Principal, Director, Owner

Your professional credentials and affiliations:

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

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"

In your toolkit:

  • Tax and estate planning
  • Risk management
  • Practice management
  • Alternative fee structures
  • Succession planning

Your agenda at AICPA ENGAGE 2019

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