OSCPA's Financial Planning Summit
August 24, 2023
This OSCPA Summit will cover financial planning topics integral to advising clients and staying up-to-date on hot topics.
- OSCPA's Financial Planning Summit
October 26 | 8:30 AM | Recommended CPE Credit: 8 Hours
In-Person | Virtual
This event is recommended for eight hours of CPE and will have sessions covering the following topics:
- Estate Planning and Business Structuring
- Secure Act 2.0
- Economic and Market Outlook for 2024
- Investments and Advising
These sessions will be taught by local leaders with combined decades of experience. These speakers include:
- Russell Evans
- Joshua R. Jenson
- Taylor N. Kincanon
- Kendall King
- Ryan Raupe
Don't wait, register today to attend in person or virtually!