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Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit
Manage episode 360809804 series 2892948
Impact Communications, Inc. and Impact Communications에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Impact Communications, Inc. and Impact Communications 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year. Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights.
Guests in order of Appearance: Eddie Kramer, Shareholder and Financial Advisor at Abacus Planning Group Rob Krueger, Senior Principal at Alexander Randolph Louise Hunter, former financial advisor, now retired Kevin Kennedy, Founder of Kennedy Wealth and Tax Management Jonny Swift, Vice President and Director of Social/Digital Strategy at Impact Communications KayDee Cole, Founder and CEO of Clarity Wealth Development Susan Bradley, Founder of the Sudden Money® Institute Lisa Crafford, Director, Head of Business Consulting at BNY Mellon | Pershing Lyle Benson, Founder and President of L.K. Benson & Company
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