Senior Advisor | AICPA ENGAGE 2020

The Relationship Builder

Senior Advisor

Up to 54.5 CPE

Conference:

Advanced Personal Financial Planning

Titles on your LinkedIn profile:

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

Your professional credentials and affiliations:

CPA, CGMA, CPA/PFS, CFP, CFA

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, retirement, estate, risk management and investment planning
  • Practice management

Your agenda at AICPA ENGAGE 2019

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