We hope you will join us on March 24th for our Spring Education meeting. We have two great speakers lined up to deliver presentations that are both timely and informative. Three hours of CFP® CE credits approved.
AGENDA
10:00-11:15 a.m.
"Group Conversations on Elder Planning"
Speaker:
Annalee Kruger - President, Care Right, Inc.
This interactive virtual session is designed to help financial advisors have collaborative conversations with their clients around the aging process and tailoring the appropriate solution for their elder care.
1.5 hours of CFP® CE Credit approved and one hour of PA Insurance CE Credit pending approval at this time.
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11:30am-12:45 p.m.
"Tax Planning Opportunities and New Regulations for 2021"
Speaker:
John Kilroy, CFP®, CPA - Partner and Managing Member, iValue Financial Planning LLC
This engaging virtual session is designed to help financial advisors uncover new tax planning opportunities for their clients and strategies for planning under the proposed tax policy changes in 2021.
1.5 hours of CFP® CE Credit approved and one hour of PA Insurance CE Credit pending approval at this time.
Please click here to register.