JOIN US! July 20, 2021 | CE Credits (2) | FPA of Florida Workshop
Time & Location
About The Event
Workshop with Jeff Levine and Ellen Rogin Via Zoom Register now by visiting http://PlanningTampaBay.org/2021-Jul-20-Workshop Our Summer Professional Series brings outstanding content experts to enhance your knowledge and practice of financial planning. Join us on July 20th for a workshop featuring Kitces.com's Jeff Levine and National Money Expert Ellen Rogin. Jeff Levine kickoffs this virtual workshop at 1:00 PM (ET) with Tax Planning for 2021 and Beyond. His session will include an overview of the Biden Tax Plan and strategies you'll want to consider using with your clients. At 2:15 PM (ET) Ellen Rogin will help you increase your communication skills and Amplify Your Influence with your clients and your team. Application for continuing education has been filed with CFP Board. Cost All FPA members: $25. Non-FPA members: $50 How to Register This program is being hosted by FPA of Florida and payments are being processed through our sister chapter, FPA of Tampa Bay. Once your paid registration has been processed, you will be directed to complete your registration on Zoom! About Our Presenters Jeffrey Levine, CPA/PFS, CFPÂ®, AIFÂ®, CWSÂ®, MSA, is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firmâ€™s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for â€œexemplary professional achievement in personal financial planning services.â€ He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes â€œaccomplishment, contribution to the financial advice industry, leadership and promise for the future.â€ Jeffrey is a regular contributor to Forbes.com, as well as numerous industry publications, and is regularly sought after by journalists for his insights. Ellen Rogin, CPA, CFPÂ®, is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen successfully grew and ultimately sold a wealth management practice in the Chicago area and was a top producing financial advisor. Ellen is a nationally-known expert on building wealth. She speaks across the world on creating success and abundance, consults in the financial services industry, and mentors financial advisors in growing their practices in non-traditional ways. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. She is a regular contributor to HorsesmouthÂ® and the host of the Extraordinary Advisor show on Horsesmouth Live.