Jeffrey Levine presents: to be announced!

Date: Wednesday, October 19, 2022
Time: 8:30am - 10:00am
Location: VIRTUAL
Speaker: Jeffrey Levine

Our program was originally scheduled in January 2022. Though we expect to hear a presentation on the tax landscape, the board is waiting until September to select the most current presentation. That decision will be posted as soon as it's made!

Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com, and director of advanced planning for Buckingham Wealth Partners.

 

 
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