4Thought Financial Group Resources

CPA Continuing Education Course: Estate Planning Update

Written by 4Thought Financial | Nov 4, 2020 7:51:07 PM

In this 2 CPE credit remote session, Kim Smith, owner of Kim Smith Law Group, PLLC, and 4Thought Financial Group CEO Brian Mackey will discuss 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 for this free, remote session via an online, interactive classroom with Microsoft Teams. 

4Thought Financial Group will be presenting a virtual, 2 CPE credit-eligible course "Estate Planning Update" on Thursday, November 19 from noon to 2 p.m.
 
 

Click Here To Register

Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.