Live, In-Person CPE Event
Current Financial Planning Strategies
for Clients and Practitioners
Monday, February 7, 2022
1:00 p.m. – 3:00 p.m.
TXCPA Dallas
invites you to a
Live, In-Person CPE Event
Current Financial Planning Strategies
for Clients and Practitioners
presented by
Scot Jackson
Partner, Frontier Investment Management Company
Monday, February 7, 2022
1:00 p.m. – 3:00 p.m.
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
This is a live, in-person event.
Course Description:
Financial planning means a variety of things to different people. We invite you to hear what financial planning means to us and what it can mean for you. In this presentation, a practitioner will learn about current financial planning strategies and how to incorporate them into their clients’ financial lives and their own.
Learning Objectives: Participants will:
Course Level: Basic/Technical
Prerequisites: None
Course #: 22120919
CPE Credit Hours: 2
Date: Monday, February 7, 2022
Time: 1:00 p.m. – 3:00 p.m.
Location: 12400 Coit Road, Suite 750, Dallas, TX 75251
Format: Live Classroom
Cost: $35/Members; $135/Non-Members