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Jeff Levine | 10 Essential Questions to Lower Clients’ Tax Liabilities | November 19th, 2020

Re-watch Jeff Levine's (Director of Advisor Education, Kitces.com) FPA of Miami Symposium2020 presentation below - login with Run The World Symposium registration credentials.

Navigate to "Past Events" FPA of Miami 2020 Annual Symposium - Enter Event - Select 'Playback' for Jeff Levines Keynote session.


Jeff Levine Slides - FPA of Miami Sympos
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Download • 3.79MB



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Vision:  To elevate the profession that transforms lives through the power of financial planning.

 

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