2024 Personal Financial Planning Conference
The Personal Financial Planning Conference, led by John Kilroy, will help you expand your knowledge, discover the latest in-depth technical and practice management best practices, and receive the tools and direction on the current laws and planning implications to assist your clients and make critical decisions effectively.
Topics
- Update on the SECURE 2.0 Act
- Social Security: Dispelling Common Myths with Essential Truths
- Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
- A Complete Tax Guide to Exit Planning