Learn about Retainer Fee Wealth Management, a new way to deliver financial services that is more in keeping with the business model and ethics of CPAs than the traditional approaches.
In this 2 CPE credit session, we'll explore the different means by which CPAs and financial professionals have historically been compensated for providing financial services, with a focus on a newer alternative that is becoming more common in the industry and may be particularly well-attuned to the needs of the CPA practitioner: Retainer Fee Wealth Management.
This course will be presented by Brian Mackey, 4Thought Financial Group's Chief Executive Officer; Martin Levine, 4Thought Financial Group's Chief Financial Officer; and Jesse Mackey, 4Thought Financial Group's Chief Investment Officer. Please join us.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.