WHETHER YOU ARE:
A financial advisor seeking to expand your knowledge, an entertaining and informative speaker for your clients and prospects, or seeking support or consulting for complex cases;
A financial institution or organization seeking professional training or an impactful speaker for an upcoming event;
Someone who wants to understand the latest financial industry news, trends and fundamentals to improve your bottom line…
You have come to the right place! With a dedication to the ongoing mastery of the latest and most advanced tax, investment and financial planning concepts. Jeffrey Levine is widely-recognized within the financial industry for his distinct ability to translate complex concepts into relatable, actionable knowledge.