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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Retainer Fee Wealth Management

Learn about Retainer Fee Wealth Management, a new way to deliver financial services that is more aligned with the business model and ethics of CPAs than traditional approaches.

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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.

4Thought Financial Group will be presenting an informative, 2 CPE credit-eligible course on Retainer Fee Wealth Management, on Thursday, July 19, 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.

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