Join the Financial Planning Networking Group and a panel of experts on Tuesday, January 23 from 12:00 pm – 1:00 pm as they deliver their best financial planning ideas for 2024. The panel includes: Michelle Davis, CPA/PFS, Ed Fulbright, CPA/PFS, Jack Heil, CPA/PFS, CFF®, Paula McMillan, CPA/PFS, CFP®, CGMA, and Linda Poulson, PhD, CPA. These speakers have been actively involved with our Financial Planning Networking group including delivering presentations, hosting the programs, and creating the content.
Topics will include:
• Steps to improve your credit score
• Planning for your cash
• Understanding your company’s retirement plans to build wealth for a comfortable retirement
• College funding and new rules on student debt
• Why business owners should value their businesses annually
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352.
About the speakers:
Michelle Davis, CPA/PFS is a founding member of our group and an author of the NCACPA’s Interim Report. Michelle is currently working as a CPA financial planner after nearly a decade as a Revenue Field Auditor for NCDOR.
Ed Fulbright, CPA/PFS is known for producing and hosting his radio program, Mastering Your Money. He has 20+ years in the business of advising clients on their taxes and finances.
Jack Heil, CPA/PFS, CFF® provides integrated accounting, tax, financial planning, and investment management services to individuals and families with a specialized interest on solo business owners.
Paula McMillan, CPA/PFS, CFP®, CGMA is a nationally known speaker with the AICPA as well as the NCACPA. Her specific focus is on investments, taxes, estate planning, and retirement.
Linda Poulson, PhD, CPA is the former chair of the Accounting Department at Elon University and most recently retired after 25 years.
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.