This is your chance to ask any question of our three speakers. Andrew Le, Mitch Freedman, and David Koehler ae ready to tackle any question.  

Whether your questions involve investments, tax planning, social security, portfolio construction or practice management issues, our panel is ready to lend their expertise. See how CPA financial planners can improve investment outcomes and assist in reaching your client's financial goals tax efficiently.

This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: What Now? Planning Strategies after the Election (No CPE).