In these unprecedented times, it is imperative to discuss the potential impact for business owners and their families on planning for the next generation. This informative CPE course will explore how to approach these important conversations with clients, based on actual case studies and identifying which strategies make the most sense.
This two-hour, 2-credit, remote-access session will be virtually hosted by 4Thought Financial Group CEO Brian Mackey and CFO Martin Levine.
Please join us via an online, interactive classroom with Microsoft Teams.
4Thought Financial Group will be presenting a virtual, 2 CPE credit-eligible course "Intergenerational Planning" on Wednesday, May 20 from noon to 2 p.m.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.