As trusted advisors, CPAs are in a unique position to offer retirement planning advice. Retirement planning case studies will be discussed, including comprehensive cash flow analysis.
4Thought Financial Group will be presenting an informative, 2 CPE credit-eligible course using case studies on cash flow modeling for retirement, and what you and your clients should be looking for, on Thursday, December 7, from 8 a.m. to 10 a.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light breakfast will also be served.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.