CPE Event: Current Financial Planning Strategies for Clients and Practitioners – Monday, February 7, 2022

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:

• Identify the main areas of financial planning
• Learn about impactful strategies in each area based on current tax laws and proposed legislation
• Discover which clients may benefit from financial planning
• Review best practices for implementation 

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