Recently our Founder & CEO @Michael Henley and Co-Founder & COO @Alison Brooks attended the AICPA & CIMA Engage 2020 conference. This conference is the premiere learning experience for advanced tax strategies, estate planning, and financial planning for high net worth families. This year’s keynote speakers included @Michael Kitces, @Ed Slott, @Jeff Levine, @Mark Jeffries, @Daymond John, and @Barry Melancon.
The goal of attending conferences like the AICPA & CIMA Engage 2020 is bringing home tangible ideas on how to continue to improve and elevate the client experience at Brandywine Oak.
#BOPW #LifetimeLearning #TaxPlanning