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OSCPA's Financial Planning Summit

August 24, 2023

OSCPA's Financial Planning Summit

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!