Wealth Management Decisions with Ross Levin

Presenter: Ross Levin, CFP®

Ross Levin's speech will touch on the various areas of wealth management and how advisors make decisions with their clients. He will be going through the key areas of wealth management and discuss frameworks for helping clients make integrated decisions. Topics will include: aspects of moral psychology, decision making, general wealth management (investment, tax, cash flow, estate and debt planning) to incorporate in helping clients make the best strategic decisions for themselves.

Learning Objectives

By the end of the session, attendees will:
  • Acquire the tools to help clients make small and large financial-related decisions
  • Be able to guide their clients through succession planning and family wealth
  • Understand the investment and tax planning process
Ross Levin, CFP® - Founding Principal and President, Accredited Investors Inc.®

Ross Levin, CFP®
Founding Principal and President,
Accredited Investors Inc.®
Ross Levin, CFP® is the Founding Principal and President of Accredited Investors Inc.® His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin’s groundbreaking Wealth Management Index™ tool. His third book, Spend Your Life Wisely®: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Star Tribune and a sought after speaker on financial matters.Mr. Levin is a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Washington D.C. He received a BSB from the University of Minnesota, and is a nationally recognized expert in wealth management, appearing in numerous publications, including: The Wall Street Journal, Business Week, Fortune, The New York Times, Newsweek, Barron’s, Money Magazine, as well as on television and radio shows nationally, such as NBC Nightly News, Oprah, CBS This Morning, and American Public Media’s Marketplace Money. He was named one of the top financial planners nationally by Barron’s, Money Magazine, Worth Magazine, Mutual Funds Magazine, and Medical Economics. He has been featured in numerous books. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years, and he was selected by Minnesota Business Magazine for The (Real) Power 50 Award. He was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award.

Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP® Board of Standards in Denver, Colorado.