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Event Date | Wed Nov 9 EST - Thu Nov 10 EST (about 2 years ago) |
Location |
Hyatt Regency Columbus
350 N High St, Columbus, OH 43215 |
Region | Americas |
Topic:
Estate Planning Ethics General Financial Planning Principles Investment Planning Practice Management Professional Conduct & Regulation Retirement Savings and Income Planning Risk Management & Insurance Planning Succession Planning Tax Planning
Professional role
C-Suite Lead Financial Planner Tax Planner Estate Planner Operations Marketing & Communications Compliance Academic/Faculty
Career stage
Learning / Aspiring Early-Career Mid-Career Advanced/Established-Career
2022 Speakers
Michael Kitces
Bob Keebler
Heather Brilliant
Randy Anderson
Dr. David Kelly