Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

FPA Of Connecticut Advisor Education Symposium

November 14 |

Shelton, CT |

https://lp.constantcontactpages.com/ev/reg/3pzukw4/lp/dd6fd0de-8dc7-4fc2-83d7-f7b365037000

This year's Advisor Education Symposium features expert speakers on HSA planning, how advisors can offer tax planning in a compliant manner, college planning, and employee agreements.

Price: $30-$90

Type: In Person

Content Focus: Compliance, General Planning, Practice Management, Tax Planning

Channel: CFPs, Independent BD, RIA, Wirehouse

Organizer: Association

Speaker:

Ben Henry-Moreland

Topic:

*HSA Planning: Maximizing Tax-Advantaged Savings for Clients’ Health Care Expenses

*Tax Planning Vs. Tax Advice: Going Deeper On Taxes (Compliantly)

Back to All Conferences