AICPA Personal Financial Planning Summit 2018 | CPA.com | 8 January 2018 | Terranea, 100 Terranea Way Rancho Palos Verdes, California, US
Venue
Terranea
Terranea, 100 Terranea Way Rancho Palos Verdes, California, US
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| Event Date | Mon Jan 8 EST - Wed Jan 10 EST (almost 7 years ago) |
| Location |
Terranea
100 Terranea Way Rancho Palos Verdes, California, US |
| Region | Americas |
Details
Representing advisors providing tax, estate, retirement, investment and risk advisory services in leading financial planning and wealth management firms What’s next for the financial planning professional who has seen and done it all?
It’s time to compare notes with esteemed peers, challenge conventional thinking and shape future legacy. The AICPA Personal Financial Planning Summit is an influential gathering unlike any other — in an idyllic setting to build deep relationships with other leading professionals.
A mix of experiences will foster conversations and spark new ideas, in and out of the meeting suite.
Speakers
2018 Speakers:
Bethany Griffith
Senior Financial Advisor, Abacus Planning Group
Cecilia Williams
Director of Investment Operations / CCO, Halbert Hargrove
Cheryl Holland
President, Abacus Planning Group
Chris Benson
Principal, L.K. Benson & Company
Jeff Pierce
Vice President, Dimensional Fund Advisors
Jill Schlesinger
Business Analyst, CBS News
Judith Glaser
CEO/Chairman, Benchmark Communications, Inc.
Lyle Benson
President, L.K. Benson & Company
Mark Astrinos
Principal, Libra Wealth
Mark Tibergien
CEO & Managing Director, Pershing Advisor Solutions
Michael Goodman
President, Principal, Wealthstream Advisors, Inc.
Philip Palaveev
CEO, Founder, The Ensemble Practice
Tracy Beckes
Founder and CEO, Tracy Beckes and Associates, Inc.