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