ADVI$OR, CalCPA'S New Financial Planning Conference, Features Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
Share this article Share this article BURLINGAME, Calif., Jan. 20, 2021 /PRNewswire/ -- CalCPA announced today that Dr. David Kelly, Chief Global Strategist and world-renowned expert from J.P. Morgan Asset Management, will deliver the keynote at its upcoming ADVI$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 challe...
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