2018 Spring Conference Speaker
Jeff Levine
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is a nationally-recognized and award-winning thought leader within the financial planning community. He is the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning.
In June 2017, Jeffrey was honored with the Standing Ovation award by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.”
Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.
Jeffrey is the author of The Baby Boomer’s Guide to Savvy IRA Planning, The Financial Advisor’s Guide to Savvy IRA Planning and The Definitive Guide to Required Minimum Distributions for Baby Boomers. He is also the lead creator and content expert for Savvy IRA Planning™, offered through Horsesmouth, LLC. Jeffrey is a regular contributor to various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, the New York Times, San Francisco Chronicle, Investment News, Forbes, Kiplinger’s, Kiplinger’s Retirement Report, Money Magazine, Newsday, Market Watch, CNBC.com, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com and Yahoo Finance.
In June 2017, Jeffrey was honored with the Standing Ovation award by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.”
Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.
Jeffrey is the author of The Baby Boomer’s Guide to Savvy IRA Planning, The Financial Advisor’s Guide to Savvy IRA Planning and The Definitive Guide to Required Minimum Distributions for Baby Boomers. He is also the lead creator and content expert for Savvy IRA Planning™, offered through Horsesmouth, LLC. Jeffrey is a regular contributor to various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, the New York Times, San Francisco Chronicle, Investment News, Forbes, Kiplinger’s, Kiplinger’s Retirement Report, Money Magazine, Newsday, Market Watch, CNBC.com, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com and Yahoo Finance.
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