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CPA Continuing Education Course: Estate Planning: Wills, Living Trusts & Testamentary Trusts

Learn diverse estate planning techniques within the context of comprehensive financial planning, including the usage of wills, trust types and other tools.


In this 2 CPE credit session, elder law attorney Nancy Burner, Esq., CELA, the founder of Burner Law Group, P.C., will explore various estate planning techniques within the context of comprehensive financial planning.

Both basic and advanced uses of wills, various trust types, and other planning tools will be identified, and updates on their uses in the current tax and legal environment will be provided.

Please join us.

4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible course on "Estate Planning: Wills, Living Trusts and Testamentary Trusts" on Tuesday, June 25, 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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