Speaker: Don St. Clair, CFP®, AIF® – St. Clair Financial
Breakout Session
Speaker: Don St. Clair, CFP®, AIF® – St. Clair Financial
Speaker: Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R) – Goals Gap Planning, LLC
Breakout Session
Speaker: Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R) – Goals Gap Planning, LLC
Speaker: Hannah Moore, CFP® – Guiding Wealth
Speaker: Sarah Gutierrez
Breakout Session
Speaker: Hannah Moore, CFP® – Guiding Wealth
@@@ Sarah Gutierrez ### 974641###Speaker#########Speaker: Sarah Gutierrez
Moderator: Kevin R. Clark, CFP®, CIMA® – Highview Advisor Group
Panelist: Rita Cheng, CFP
Panel Member: Alexandria E. Davis – Facet Wealth
Panel Member: Frank Paré, CFP® – PF Wealth Management Group, LLC
Panel Member: Kirsten L. Ismail, CFP® – UBS Financial Services
Breakout Session
Moderator: Kevin R. Clark, CFP®, CIMA® – Highview Advisor Group
@@@ Rita Cheng, CFP ### 230973###Panelist#########Panelist: Rita Cheng, CFP
@@@ Alexandria E. Davis – Facet Wealth ### 560041###Panel Member###Business Development Associate###Facet Wealth###Panel Member: Alexandria E. Davis – Facet Wealth
@@@ Frank Paré, CFP® – PF Wealth Management Group, LLC ### 618939###Panel Member###President###PF Wealth Management Group, LLC###Panel Member: Frank Paré, CFP® – PF Wealth Management Group, LLC
@@@ Kirsten L. Ismail, CFP® – UBS Financial Services ### 224855###Panel Member###Vice President - Wealth Management###UBS Financial Services###Panel Member: Kirsten L. Ismail, CFP® – UBS Financial Services