Maximizing Your Annual Operating Plan, Systematizing Client Reviews and Preparing a Financial Action Checklist – Ken Unger and Chad Smith
CFP CE Credits Program ID: 336251/ 4 credits
Thursday General Session – Spring Session 2025 with Ken Unger
Key 2025 Tax Reduction Strategies – Robert Keebler, CPA/PFS, MST, AEP,CGMA
CFP CE Credits Program ID: 336252/ 2 credits
Roth IRA Conversions – Critical 2025 Planning – Robert Keebler, CPA/PFS, MST, AEP, CGMA
CFP CE Credits Program ID: 336253/ 1 credits
A Case Study – Chad Smith, CFP
CFP CE Credits Program ID: 336254/ 1 credits
Best Practices During Times of Volatility – Ken Unger
CFP CE Credits Program ID: 336255 / 2 credits