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Hosted by FPA of Tampa Bay

Workshop with Ellen Rogin and Jeff Levine



Our Summer Professional Series brings outstanding content experts to enhance your knowledge and practice of financial planning. Join us on July 20th for a workshop featuring Jeff Levine and Ellen Rogin.

Ellen Rogin opens the workshop with a session desitned to help you increase your communication skills and Amplify Your Influence with your clients and your team. The Jeff Levine will share Tax Planning for 2021 and Beyond that includes an overview of the Biden Tax Plan and strategies you'll want to consider using with your clients.

Application for continuing education has been filed with CFP Board.

Cost
FPA Members: $25; Non-Members: $50
Payments and registrations processed through FPA of Tampa Bay.

Tuesday, July 20, 2021
1:00 PM - 3:15 PM Eastern Time

Location

Zoom Virtual Meeting Platform
   
 




Speaker Profiles

 


Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA
Nerd's Eye View at Kitces.com

Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, as well as numerous industry publications, and is regularly sought after by journalists for his insights.




Ellen S. Rogin, CPA, CFP®
Create Great, LLC

Ellen Rogin, CPA, CFP® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen successfully grew and ultimately sold a wealth management practice in the Chicago area and was a top producing financial advisor. Ellen is a nationally-known expert on building wealth. She speaks across the world on creating success and abundance, consults in the financial services industry, and mentors financial advisors in growing their practices in non-traditional ways. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. She is a regular contributor to Horsesmouth® and the host of the Extraordinary Advisor show on Horsesmouth Live.




Event ID  164