4Thought Financial Group Resources

CPA Continuing Education Course: Helping Clients With Elderly Parents

Written by 4Thought Financial | Nov 1, 2018 10:39:32 PM

Aging raises many critical issues.

Many of your accounting practice clients are tasked with helping their elderly parents with decisions regarding tax and estate planning, long-term care, sudden illness, and how they should handle their affairs in the event they are no longer able.

This can be overwhelming. Timely and effective planning can help to preserve hard-earned assets, relieve your clients' workload, and ease their emotional burden. Learn how CPAs can get involved, in this 2 CPE credit educational session.

Please join us.
 
4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible course on Helping Clients With Elderly Parents on Thursday, November 29, from noon to 2 p.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light lunch will also be served.

Click Here To Register

Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.