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Society of Financial Service Professionals Virtual Panel Discussion
April 28, 2020 @ 3:30 pm - 5:30 pm
BLS CPAs is proud to be a member of the Society of Financial Service Professionals and excited to announce that Mike Kelly, CPA will be presenting at their April Education Session.
SFSP Virtual Panel Discussion:
Host: Peter Gaertner, CFP, CDFA, MBA, Society FSP president, Affinity Wealth Management, LLC
Moderator: Adam Necelis, CPA, past president and professional development Society FSP, Adam Necelis, CPA
Panel Participant: Mike Staman, AWMA, CFP, MPAS, Charles Schwab
Panel Participant: Mike Kelly, CPA, Belfint, Lyons & Shuman, P.A.
Panel Participant: Elle Van Dahlgren, Esq., Elle Van Dahlgren Law, LLC
Panel Participant: Anthony Mento, CFP, LIFE Brokerage, LLC
To participate in this virtual meeting, we ask two things you register on the following link (so we know how many to expect) REGISTER and then use the call-in information provided to you upon registration to call on the day of the meeting. The virtual meeting will conclude with a virtual happy hour.
For additional information, visit the SFSP website.