WESTWOOD CLUB: Registration/Networking begins at 3:30pm followed by presentations from 4:00 pm - 6:00 pm
REGISTER
4:00 PM
Topic: 2023 End of Year Tax Planning Strategies
Speaker: Jennifer F. Flinchum, CPA, CFP®, PFS
Keiter
1 CFP CE Credit Pending Approval
5:00 PM
Topic: Opportunities and Client Impacts of Disruptive Innovation
Speaker: Daniel J. Braz, CFA, CIMA
State Street Global Advisors
1 CFP CE Credit Pending Approval