Description
About the speaker:
Paula McMillan, CPA/PFS, CFP®, CGMA
Wealth Advisor | Author | Presenter
Paula McMillan, CFP®, CPA/PFS, CGMA strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
- Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc.
- TEDx Presenter: Retirement Longevity and Security
- Two National AICPA Podcast Series:
- Retirement Readiness
- Women & Wealth
Professional involvement includes:
- AICPA Advanced Personal Financial Planning Conference Investment Committee Lead
- AICPA Personal Financial Specialist (PFS) Credential Committee Member
- Greensboro Estate Planning Council Board Member
- Society of Financial Service Professionals (SFSP) Board Member
- Society of Financial Service Professionals (SFSP) Foundation Board Chair
- NCACPA Women’s Networking Group Co-Chair
- Plenteous Financial Forum Chair and Founder
Details
About the speaker:Paula McMillan, CPA/PFS, CFP®, CGMA
Wealth Advisor | Author | Presenter
Paula McMillan, CFP®, CPA/PFS, CGMA strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
- Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc.
- TEDx Presenter: Retirement Longevity and Security
- Two National AICPA Podcast Series:
- Retirement Readiness
- Women & Wealth
- AICPA Advanced Personal Financial Planning Conference Investment Committee Lead
- AICPA Personal Financial Specialist (PFS) Credential Committee Member
- Greensboro Estate Planning Council Board Member
- Society of Financial Service Professionals (SFSP) Board Member
- Society of Financial Service Professionals (SFSP) Foundation Board Chair
- NCACPA Women’s Networking Group Co-Chair
- Plenteous Financial Forum Chair and Founder
Credit Types
Event Code:SN000624
Other fields:
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