Joint Meeting with FPA Central PA

Date: Tuesday, September 20, 2022
Time: 11:45am - 5:30pm
Location: West Shore Country Club plus webinar
Speaker: Jeffrey Levine from Kitces.com

Applications are being submitted for Credits: 3.5 CPA, CFP, PA Insurance: 4.0 CTFA, 3.0 PA Bar (NOTE PA BAR credits for in person only)

 

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Jeffrey is also the Chief Planning Officer at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

He is a nationally-recognized and award-winning thought leader within the financial planning community.

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