We are excited to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! This event, set for October 17, 2024, will gather financial planning professionals from across South Florida for a day of insights, networking, and professional development.
Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel. His dual qualifications as both a Certified Financial Planner™ and Enrolled Agent offer a well-rounded perspective on integrating tax strategies into financial planning.
As keynote speaker for Concurrent Session 2, Franklin will provide actionable strategies for working with allied professionals like accountants and tax advisors. This session promises to be a must-attend for financial professionals looking to enhance their collaborative practices and better serve their clients.
To learn more, visit: https://bit.ly/4dvJ1yj
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