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BURLINGAME, Calif., Jan. 20, 2021 /PRNewswire/ CalCPA announced today that Dr. David Kelly, Chief Global Strategist and world-renowned expert from J.P. Morgan Asset Management, will deliver the keynote at its upcoming ADVI$OR online conference focused on personal financial planning (PFP) and wealth management.
Newly created, ADVI$OR is designed for more advanced and expert CPA financial planners, wealth managers and investment advisors advising high net worth individuals and family offices on current issues impacting their wealth. Recent challenges due to the pandemic and overall economic uncertainty have added multiple layers of complexity to the markets and have a direct impact on wealth preservation, said Brad Monterio, Chief Learning Officer for CalCPA. CPA financial planners will benefit from our ADVI$OR program because it tackles timely issues such as ESG Investing, the latest regulatory changes, and opportunity zone investm