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Barrie, Marjorie
FPA of Suncoast / ACSIA Partners
What You Need to Know to Have a Successful Long-term Care Planning Conversation with Your Clients
Location: PCC: North 122
Marjorie Barrie
Favorite
Bennetts, Chet
AI in Action: Exploring the Use of Chatgpt in Financial Planning
Location: PCC: Exhibit Hall Classroom
Chet Bennetts
Favorite
Bentley, Christopher
Wings for Widows
Financial Planning for Newly Widowed Clients (A Better Approach During a Challenging Time)
Location: PCC: North 131
Christopher Bentley
Favorite
Blanchett, David
PGIM
Redefining the Optimal Retirement Income Strategy
Location: PCC: North 122
David Blanchett
Favorite
The Journal of Financial Planning's Research Showcase - Part 2
Location: PCC: North 132
David Blanchett
Favorite
Brock, Brooklyn
Ellevate Advisors
Becoming Succession Ready: The Journey Before the Destination
Location: PCC: North 131
Brooklyn Brock
Favorite
Brown, Kellan
Income Lab
Housing Wealth in Retirement Planning Panel Discussion
Location: PCC: North 131
Kellan Brown
Favorite
Buie, Elissa
Yeske Buie
Evolution of the Profession
Location: PCC: North 127
Elissa Buie
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