Presenters
Elizabeth Colson,
Director & Partner,
Truity Partners
James Brandenburg,
Director, Taxation,
Sikich
Todd Voit,
Portfolio Manager,
Voit & Company, LLC
Travis Jack,
Managing Member,
Metz CPA
Katelynn Frederickson,
Director, Financial Recruiting,
Truity Partners
Sean Smith,
Assistant Professor,
City University of New York - Lehman College
Bob Lewis,
President,
The Visionary Group
Doug Lewis,
Director,
The Visionary Group
Prashant Kothari,
President,
SkillBench
Ashlee Hall,
Certified Tax Coach
In addition, a three-part series on Financial Planning is being offered free for members.