Earn New York State Continuing Professional Education (CPE) Credits and Learn New Techniques to Help your Clients and Enhance Your Services
Register for 4Thought’s live or virtual CPA CPE classes to expand your knowledge base in numerous Wealth Management, Financial Planning, and Investment Advisory topics relevant to CPAs that further drive the success of both your business and your clients.
- Gain a fresh perspective and a new understanding about a range of topics related to Comprehensive Wealth Management and Investing.
- Increase revenue and decrease client attrition by learning about the most significant wealth management topics and corresponding best practices that are easy for CPAs to implement for their practice.
- Attract new business and deepen existing relationships from gaining wealth management knowledge to compliment your accounting practice and promote yourself as a center of influence.
Wealth management and investment advisory training in-person or virtually via an online, interactive classroom.
Learn the fundamentals of Coordinated Wealth Management
Gain an understanding of how coordinating the “Four Corners” of Wealth Management can improve upon your clients’ existing financial planning, save on income and estate taxes, and prevent any unanticipated future headaches.
Classes are offered either in-person at our Syosset, NY location or virtually via an online, interactive classroom with Microsoft Teams. Private in-person or virtual training may also be requested at the CPA firm level so that your entire staff can earn credits at the same time.
Course topics include:
Estate Planning
› Review of Current Tax Law & Impact of Intestacy
› Wills, Living Trust, Testamentary
› Trust, Revocable & Irrevocable
Fringe Benefits
› 401Ks
› Profit Sharing
› Defined Benefit
› Group Insurance
Investment
› Identifying client investment objectives & gathering data
› Investment planning concepts
› Basic investment portfolio theory
› Types of investment vehicles
Business Succession
› Keep vs. Sell
› Cross Purchase
› Entity Purchase
› Will or Gift
Estate Planning
› Review of Intentionally Defective Grantor Trusts
› Charitable Remainder Trusts
› Charitable Lead Trusts
› Generation Skipping, etc.
Fringe Benefits
› Cash Balance Plans
› ESOP
› Split Dollar
› Captive Insurance/831b
Investment
› Alternative Methods of Investing
› Portfolio Tax Efficiency
› Advanced Investment Portfolio Theory
› Alternative Views on Markets
Business Succession
› Partnership Buy-Sells
› Trust Buy-Sells
› One Way Buy-Sells
Learn about how these important topics help you better service and understand your clients
Our classes help you position yourself as a knowledgeable center of influence. The coursework covers various wealth management and investment advisory topics that help you stand out among other professionals. We cover topics that range from basic estate planning and investing theory to complex business succession and tax planning considerations for small business owners. Best of all, CPAs receive New York State CPE credit, plus ongoing support so they can better serve their clients and provide objective advice.
May 16, 2024
Noon - 2pm
Tax Efficient Investing and Trust Account Management
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
June 20, 2024
Noon - 2pm
Identifying Client Financial Needs
Daniel Mackey, Chief Financial Officer/ Investor Relations Officer - 4Thought Financial Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
July 18, 2024
Noon - 2pm
Asset Protection and Medicaid Planning
Kim M. Smith, Owner - Kim Smith Law Group, PLLC
2 CPE Credits - Register Below
August 15, 2024
Noon - 2pm
Qualified Plans and Implementation
Judy Lynch, QPA, Vice President of Consulting Services - Long Island Employee Benefits Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
September 19, 2024
Noon - 2pm
Retirement Planning
Martin E. Levine, CPA, Chief Marketing Officer - 4Thought Financial Group
Daniel Mackey, Chief Financial Officer/ Investor Relations Officer - 4Thought Financial Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
October 16, 2024
Noon - 2pm
Labor Law for Small Business Owners
Glenn J. Franklin, Esq - Franklin, Gringer & Cohen, P.C.
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
November 14, 2024
Noon - 2pm
Up-to-date Standards and Best Practices for Investment Portfolio Management
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
December 19, 2024
Noon - 2pm
Life Insurance Products and How to Use Them
Martin E. Levine, CPA, Chief Marketing Officer - 4Thought Financial Group
Jesse Mackey, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group
2 CPE Credits - Register Below
TUESDAY, JANUARY 28
Noon-2pm
The SECURE Act
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Brian C. Mackey, CEO - 4Thought Financial Group
Martin E. Levine, CPA, CFO - 4Thought Financial Group
- 2 CPE Credits
THURSDAY, APRIL 30
Noon-2pm
Review of Legislative Updates Under The CARES Act
VIRTUAL EVENT
Glenn J. Franklin, Esq - Franklin, Gringer & Cohen, P.C.
- 2 CPE Credits
Register Below
WEDNESDAY, MAY 20
Noon-2pm
Intergenerational Planning
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Brian C. Mackey, CEO - 4Thought Financial Group
Martin E. Levine, CPA, CFO - 4Thought Financial Group
- 2 CPE Credits
THURSDAY, JUNE 18
Noon-2pm
Social Security & Medicare
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Kevin Lawrence, Director of Medicare Sales - Professional Group Plans
Martin E. Levine, CPA, CFO - 4Thought Financial Group
- 2 CPE Credits
THURSDAY, JULY 23
Noon-2pm
Special Needs Planning
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Kim M. Smith, Owner - Kim Smith Law Group, PLLC
- 2 CPE Credit
THURSDAY, AUGUST 20
Noon-2pm
Qualified Plan Update
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Judy Lynch, QPA, Vice President of Consulting Services - Long Island Employee Benefits Group
Jesse Mackey, CIO - 4Thought Financial Group
- 2 CPE Credits
WEDNESDAY, SEPTEMBER 23
Noon-2pm
Understanding Risk in Investing
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Jesse Mackey, CIO - 4Thought Financial Group
- 2 CPE Credits
THURSDAY, OCTOBER 22
Noon-2pm
Medicaid Planning & Long-Term Care
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Nancy Burner, Esq., CELA, Founder - Burner Law Group, P.C.
Martin E. Levine, CPA, CFO - 4Thought Financial Group
- 2 CPE Credits
THURSDAY, NOVEMBER 19
Noon-2pm
Estate Planning Update
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Kim M. Smith, Owner - Kim Smith Law Group, PLLC
Brian C. Mackey, CEO - 4Thought Financial Group
- 2 CPE Credits
THURSDAY, DECEMBER 17
Noon-2pm
Business Continuity Case Study
4Thought Financial Group
6851 Jericho Tpke, Suite 120, Syosset, NY 11791
Brian C. Mackey, CEO - 4Thought Financial Group
- 2 CPE Credits