--- title: CPA Continuing Professional Education description: Continuing Education should not be a chore or a bother. 4Thought Financial offers information on relevant CPA CPE and practice management education. image: https://www.4tfg.com/hubfs/CPE-OG.jpg --- [![4Thought Financial Group](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=335&height=101&name=4thought_header-logo.png "4Thought Financial Group")](https://www.4tfg.com/?hsLang=en-gb) # CPA Continuing Professional Education (CPE) --- ### **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. ![Man in blue shirt viewed from behind observing team meeting in bright modern office](https://www.4tfg.com/hs-fs/hubfs/new%20images/Free-Long-Island-CPE-Courses.jpg?width=536&name=Free-Long-Island-CPE-Courses.jpg "Man in blue shirt viewed from behind observing team meeting in bright modern office") *Wealth management and investment advisory training in-person or virtually via an online, interactive classroom.* ![CPA-CPE-Graphic](https://www.4tfg.com/hs-fs/hubfs/CPE-Graphic.png?width=498&name=CPE-Graphic.png "CPA-CPE-Graphic") ## Learn the fundamentals of [Coordinated Wealth Management](https://www.4tfg.com/wealth-management?hsLang=en-gb) 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:** ** BASIC LEVEL CPA CPE COURSES** #### **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 **ADVANCED LEVEL CPA CPE COURSES** #### **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 14, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Qualified Plans Overview and Updates ### + Financial Markets Update **Virtual Event** via Microsoft Teams ![Judy Lynch](https://www.4tfg.com/hs-fs/hubfs/Judy-Lynch.png?width=100&name=Judy-Lynch.png "Judy Lynch") ![Jesse Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png "Jesse Mackey") **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 **June 18, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Best Practices in Investment Portfolio Management ### + Financial Markets Update **Virtual Event** via Microsoft Teams ![Jesse Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png "Jesse Mackey") **Jesse Mackey**, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group 2 CPE Credits - Register Below **July 16, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Estate Planning Overview and Updates ### + Estate Planning Uses of Life Insurance **Virtual Event** via Microsoft Teams ![Marty Levine](https://www.4tfg.com/hs-fs/hubfs/Email/MartyLevine-EmailSignature.png?width=100&name=MartyLevine-EmailSignature.png "Marty Levine") ![Kim Smith](https://www.4tfg.com/hs-fs/hubfs/KimSmith.png?width=100&name=KimSmith.png "Kim Smith") **Martin E. Levine, CPA**, Chief Marketing Officer - 4Thought Financial Group **Kim M. Smith**, Owner - Kim Smith Law Group, PLLC 2 CPE Credits - Register Below **August 20, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Labor Law for Small Business Owners ### + Financial Markets Update **Virtual Event** via Microsoft Teams ![Elana Henderson](https://www.4tfg.com/hs-fs/hubfs/ElanaHenderson.png?width=100&name=ElanaHenderson.png "Elana Henderson") ![Jesse Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png "Jesse Mackey") **Elana Henderson**, Partner - Franklin, Gringer & Cohen, P.C. **Jesse Mackey**, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group 2 CPE Credits - Register Below **September 17, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Identifying Client Financial Needs ### + Financial Markets Update **Virtual Event** via Microsoft Teams ![Dan Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/DanielMackey-EmailSignature.png?width=100&name=DanielMackey-EmailSignature.png "Dan Mackey") ![Jesse Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png "Jesse Mackey") **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 22, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Bear, Bull, Wolf, Eagle Markets and Multi-Method Investing ### + Financial Markets Update **Virtual Event** via Microsoft Teams ![Jesse Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png "Jesse Mackey") **Jesse Mackey**, Chief Executive Officer/ Chief Investment Officer - 4Thought Financial Group 2 CPE Credits - Register Below **November 12, 2026** Noon - 2pm ![4Thought Logo](https://www.4tfg.com/hs-fs/hubfs/BaseCamp_Archive/attachments/300943857-4thoughfinancialgroup_logo-large.png?width=350&height=81&name=300943857-4thoughfinancialgroup_logo-large.png) # Financial Planning for the CPA Client ### + Financial Markets Update **Virtual Event** via Microsoft Teams ![Marty Levine](https://www.4tfg.com/hs-fs/hubfs/Email/MartyLevine-EmailSignature.png?width=100&name=MartyLevine-EmailSignature.png "Marty Levine") ![Jesse Mackey](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png "Jesse Mackey") **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 ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # The SECURE Act # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 ****![Brian\_Mackey-CPA\_CPE\_Instructor.png](https://www.4tfg.com/hs-fs/hubfs/Email/BrianMackey-EmailSignature.png?width=100&name=BrianMackey-EmailSignature.png "Brian_Mackey-CPA_CPE_Instructor.png")![Marty\_Levine-CPA\_CPE\_Instructor.png](https://www.4tfg.com/hs-fs/hubfs/Email/MartyLevine-EmailSignature.png?width=100&name=MartyLevine-EmailSignature.png "Marty_Levine-CPA_CPE_Instructor.png")**** **Brian C. Mackey**, CEO - 4Thought Financial Group **Martin E. Levine, CPA**, CFO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, APRIL 30 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Review of Legislative Updates Under The CARES Act **VIRTUAL EVENT** **![Glann\_J\_Franklin](https://www.4tfg.com/hs-fs/hubfs/Glann_J_Franklin.png?width=100&name=Glann_J_Franklin.png)** **Glenn J. Franklin, Esq** - Franklin, Gringer & Cohen, P.C. - 2 CPE Credits Register Below WEDNESDAY, MAY 20 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Intergenerational Planning # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 **![Brian\_Mackey-CPA\_CPE\_Instructor.png](https://www.4tfg.com/hs-fs/hubfs/Email/BrianMackey-EmailSignature.png?width=100&name=BrianMackey-EmailSignature.png "Brian_Mackey-CPA_CPE_Instructor.png")![Marty\_Levine-CPA\_CPE\_Instructor.png](https://www.4tfg.com/hs-fs/hubfs/Email/MartyLevine-EmailSignature.png?width=100&name=MartyLevine-EmailSignature.png "Marty_Levine-CPA_CPE_Instructor.png")** **Brian C. Mackey**, CEO - 4Thought Financial Group **Martin E. Levine, CPA**, CFO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, JUNE 18 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Social Security & Medicare # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 **![Headshot-Placeholder](https://www.4tfg.com/hs-fs/hubfs/Headshot-Placeholder.png?width=100&name=Headshot-Placeholder.png)![Marty\_Levine-CPA\_CPE\_Instructor.png](https://www.4tfg.com/hs-fs/hubfs/Email/MartyLevine-EmailSignature.png?width=100&name=MartyLevine-EmailSignature.png "Marty_Levine-CPA_CPE_Instructor.png")** **Kevin Lawrence**, Director of Medicare Sales - Professional Group Plans **Martin E. Levine, CPA**, CFO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, JULY 23 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Special Needs Planning # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 ![KimSmith](https://www.4tfg.com/hs-fs/hubfs/KimSmith.png?width=100&name=KimSmith.png)  **Kim M. Smith**, Owner - Kim Smith Law Group, PLLC - 2 CPE Credit [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, AUGUST 20 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Qualified Plan Update # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 **![Judy-Lynch](https://www.4tfg.com/hs-fs/hubfs/Judy-Lynch.png?width=100&name=Judy-Lynch.png)![JesseMackey-EmailSignature](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png)** **Judy Lynch, QPA**, Vice President of Consulting Services - Long Island Employee Benefits Group **Jesse Mackey**, CIO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) WEDNESDAY, SEPTEMBER 23 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Understanding Risk in Investing # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 ****![JesseMackey-EmailSignature](https://www.4tfg.com/hs-fs/hubfs/Email/JesseMackey-EmailSignature.png?width=100&name=JesseMackey-EmailSignature.png)**** **Jesse Mackey**, CIO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, OCTOBER 22 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Medicaid Planning & Long-Term Care # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 **![Nancy Burner](https://www.4tfg.com/hs-fs/hubfs/NancyBurner.png?width=100&name=NancyBurner.png)![Marty Levine ](https://www.4tfg.com/hs-fs/hubfs/Email/MartyLevine-EmailSignature.png?width=100&name=MartyLevine-EmailSignature.png)** **Nancy Burner, Esq., CELA**, Founder - Burner Law Group, P.C. **Martin E. Levine, CPA**, CFO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, NOVEMBER 19 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Estate Planning Update # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 ****![KimSmith](https://www.4tfg.com/hs-fs/hubfs/KimSmith.png?width=100&name=KimSmith.png)![BrianMackey-EmailSignature](https://www.4tfg.com/hs-fs/hubfs/Email/BrianMackey-EmailSignature.png?width=100&name=BrianMackey-EmailSignature.png)**** **Kim M. Smith**, Owner - Kim Smith Law Group, PLLC **Brian C. Mackey**, CEO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/cpe-continuing-education#form) THURSDAY, DECEMBER 17 Noon-2pm ![4thought\_CPA\_CPE.png](https://www.4tfg.com/hs-fs/hubfs/4thought_header-logo.png?width=300&name=4thought_header-logo.png "4thought_CPA_CPE.png") # Business Continuity Case Study # **4Thought Financial Group** 6851 Jericho Tpke, Suite 120, Syosset, NY 11791 **![Brian\_Mackey-CPA\_CPE\_Instructor.png](https://www.4tfg.com/hs-fs/hubfs/Email/BrianMackey-EmailSignature.png?width=100&name=BrianMackey-EmailSignature.png "Brian_Mackey-CPA_CPE_Instructor.png")** **Brian C. Mackey**, CEO - 4Thought Financial Group - 2 CPE Credits [Register Below](https://www.4tfg.com/#form)   --- ## Request This Complimentary CE Training for You or Your Firm Today or Register for a Scheduled CPA CPE Class   ### ![CPE-Certificate-white.png](https://www.4tfg.com/hs-fs/hubfs/CPE-Certificate-white.png?width=87&height=86&name=CPE-Certificate-white.png "CPE-Certificate-white.png") ## Already took a course with us? #### [Click here to request your certificate](https://www.4tfg.com/CPE-Certificates?hsLang=en-gb) - [Call 1-516-300-1617](tel:+15163001617) - [Email info@4tfg.com](mailto:info@4tfg.com) - Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. [Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure](https://www.4tfg.com/hubfs/Firm_Brochure_ADV_Pt2-Privacy_Policy-Wrap_Fee_Program_Brochure.pdf?hsLang=en-gb) [Disclosure](https://www.4tfg.com/disclosure?hsLang=en-gb) [BrokerCheck](http://brokercheck.finra.org/) Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. \*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at [info@4tfg.com](mailto:info@4tfg.com); on the 4Thought website at [www.4tfg.com/performance-requests](https://www.4tfg.com/performance-requests?hsLang=en-gb); or by phone at (516) 300-1617. Disclaimer [Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure](https://www.4tfg.com/hubfs/Firm_Brochure_ADV_Pt2-Privacy_Policy-Wrap_Fee_Program_Brochure.pdf?hsLang=en-gb) [Disclosure](https://www.4tfg.com/disclosure?hsLang=en-gb) [BrokerCheck](http://brokercheck.finra.org/) Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. \*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at [info@4tfg.com](mailto:info@4tfg.com); on the 4Thought website at [https://www.4tfg.com/performance-requests](https://www.4tfg.com/performance-requests?hsLang=en-gb); or by phone at (516) 300-1617. ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "", "addressLocality" : "Syosset", "addressRegion" : "New York", "postalCode" : "11791", "streetAddress" : "6851 Jericho Turnpike Suite 120" }, "alternateName" : "4 Thought Financial Group", "areaServed" : { "@type" : "GeoCircle", "geoMidpoint" : { "latitude" : "+40.8100713", "longitude" : "-73.5172286" }, "geoRadius" : "150 km" }, "description" : "Continuing Education should not be a chore or a bother. 4Thought Financial offers information on relevant CPA CPE and practice management education.", "email" : "[GDelorenzo@ClearHorizonGroup.Com, info@4tfg.com, no-reply@4tfg.com]", "image" : "https://www.4tfg.com/hubfs/4Thought-Financial-Group-OG.jpg", "logo" : "http://cdn2.hubspot.net/hubfs/2201374/4thought_header-logo.png", "naics" : "523920", "name" : "4Thought Financial Group", "sameAs" : [ "https://www.facebook.com/4ThoughtFinancialGroup", "https://www.linkedin.com/company/3043702", "https://www.youtube.com/channel/UCEHRK-25mAwfTlNzdvFSN3g", "http://investment-advisors.credio.com/l/39493/4thought-Financial-Group-Inc" ], "telephone" : "516-300-1617", "url" : "http://www.4tfg.com" } ```