Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Learn the latest techniques on retirement and estate planning, eldercare, asset protection, life insurance – and more. All-star speakers and presenters selected by Sid Kess will train and guide you so that you can implement the solutions you receive immediately. Don’t miss the opportunity to network with these experts and peers.
WHO SHOULD ATTEND
CPAs, Financial Planners, lawyers, insurance agents, enrolled agents, firms that have high net worth clients, Family Office Managers, Banks & Trusts Officers, wealthy clients, Investment Advisors, Tax Practitioners serving wealthy clients.
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