Jeffrey Levine CPA/PFS, CFP®, CWS®, MSA, is a nationally-recognized entertaining and informative public speaker. Whether for an organization of financial advisors, CPAs or attorneys, or consumers, he has an uncanny ability to simplify the most complex financial planning topics to inspire and educate audiences of all kinds.

Levine is available to create custom presentations to fit the time format, audience and venue for your event, including:

A few signature topics Levine regularly speaks to include:

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