2019 Presentation at Institute of Management Accountants Conference

Oct 28, 2019 | Investments, Retirement, Taxes

I was honored to address tax, investment, and retirement planning strategies at the Institute of Management Accountant’s KC annual conference at Park University. Bob Swisher CPA (center), was lead  organizer and did an awesome job! Chris Kuehl (right), internationally known for his insights on economics here and abroad, also spoke.

When viewing the presentation to the Institute of Management Accountants, note that the audio is impaired on the first 10 minutes.  The first segment covers business strategies; the second segment focuses on strategies for individuals.

2019 Institute Mngmt. Accountants conference

Sandi, Bob Swisher CPA with Inst. of Mgt. Accountants, Chris Kuehl economist