In this 2 CPE credit, remote session, Kim Smith of Kim Smith Law Group, PLLC will cover both fundamentals and new developments in the field of Special Needs Planning.
Although seemingly a niche subject for CPAs, Special Needs Planning is exceptionally important to certain clientele, as the effect on their family members’ lives can be dramatic. Kim will discuss core concepts of Special Needs Planning that CPAs should be aware of for the benefit of their clients.
Please join us for this remote session via an online, interactive classroom with Microsoft Teams.
4Thought Financial Group will be presenting a virtual, 2 CPE credit-eligible course "Special Needs Planning" on Thursday, July 23 from noon to 2 p.m.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.