Apr 13, 2023
In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year. Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights.
Guests in order of Appearance:
Eddie
Kramer, Shareholder and Financial Advisor at Abacus Planning
Group
Rob Krueger,
Senior Principal at Alexander Randolph
Louise Hunter, former financial advisor, now retired
Kevin Kennedy, Founder of Kennedy Wealth and Tax
Management
Jonny Swift, Vice
President and Director of Social/Digital Strategy at Impact
Communications
KayDee
Cole, Founder and CEO of Clarity Wealth
Development
Susan Bradley,
Founder of the Sudden Money® Institute
Lisa
Crafford, Director, Head of Business Consulting
at BNY
Mellon | Pershing
Lyle Benson,
Founder and President of L.K. Benson & Company