CPAs, as trusted advisors, oftentimes field client questions about investment portfolio management, especially those pertaining to tax considerations.
This hour-long, 2-credit course presented by 4Thought Financial Group Chief Investment Officer Jesse Mackey will cover both basic and advanced techniques for optimizing portfolios for tax minimization purposes, helping you to expand your toolkit and become a broader resource for ever-more-demanding clientele.
Please join us.
4Thought Financial Group will be presenting an informative, 2 CPE credit-eligible course on Investment Portfolio Tax Efficiency, on Thursday, November 14, 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.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.
Please join us.
4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible course on "Life Insurance as a Tool of Financial Planning" on Thursday, November 14, 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.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.