Firm Leader Partner | AICPA ENGAGE 2019

The Legacy Builder

Firm Leader Partner

Up to 53.5 CPE

Conference:

Advanced Personal Financial Planning

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

Your agenda at AICPA ENGAGE 2019

Not what you're looking for? Try the AICPA ENGAGE Recommender to find a Persona that matches you.