Nov 16, 2023
Topics include:
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DC and profession news
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Technical updates
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Personal financial planning (PFP) strategies & tax advisory
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Year-end PFP update
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Dan Snyder, Director, Personal Finance Planning, AICPA
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Adam Holt, CEO and Founder, Asset-Map