A Panel Discussion: What's your Angle? How the Different Members of a Client's Planning Team Use and Assess Financial Documents
Date: Wednesday, May 18, 2016
Time: 12:00pm - 1:30pm
Location: The Standard Club, 320 S. Plymouth Court, 5th floor Ballroom, Chicago, IL
Speaker: Moderator: Tina Milligan, CTC MyCFO / Panelists: Lanny Levin, Lanny D. Levin Agency, Inc.; Aaron Stumpf, Stout Risius Ross, Inc.; Brian Whitlock, Plante Moran
This presentation will outline the financial information that an integrated team of advisors uses in getting to know a client. The panel will discuss not only what information they request and review, but why and how they gain insight from this information. They will also share their approach based on the differing areas of expertise as well as highlight helpful components of their specific client deliverables. Finally, the panel will share insights on working as a collaborative team.
