Join us for the next Advisor's Forum Webinar.
This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.
2013 In Review
Join us for a recap of the major income tax developments of 2013. The presentation will review 2013 judicial and IRS rulings and focus on planning strategies to use before the end of th eyear and in 2014.
Presenters: Julie Welch, CPA and Randy Gardner, CFP®, JD, LLM, CPA
Lunch will be provided.
*One Certified Financial Planner (CFP®), 1 CPE and 1 CLE credit will be available.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center, Julie Welch, or Randy Gardner. EM 13-0258 DOFU 12/2013 774537
When & Where
Evershore Financial Group
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.
Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.
Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318