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Speaker Profile

Ben Henry Moreland Headshot

BEN HENRY-MORELAND
CFP®, EA

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Specializes In: Tax Strategy

Practice Management

FinTech

Travels From: Minneapolis, MN
Pricing: $1.5-3k In Person
$1-2k Virtual

 

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Session Descriptions

Below you’ll find detailed session descriptions that include presentation learning objectives, topic areas, and a timed agenda outline. These materials are designed to support CE submission where applicable. Many of our technical sessions can be extended in duration based on your event needs—please reach out to [email protected] with any questions.

HSA Planning: Maximizing Tax-Advantaged Savings  .Docx  PDF 
Tax Planning V. Tax Advice   .Docx       PDF 
Tax Planning for TCJAs  .Docx  PDF