Advisor's Forum - Year-End Planning
Tuesday, October 22, 2013 from 12:30 PM to 2:00 PM (EDT)
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.
Presenter: Sid Kess, CPA, JD
This webinar will cover the significant opportunities offered by ATRA this year, and what estate planning strategies to take advantage of before year-end. It will also discuss the importance of income tax planning outweighing the importance of estate planning.
Lunch will be provided.
*One Certified Financial Planner (CFP) credit, 1 CLE credit, and 1 CFP(R) credit will be available.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Sid Kess, CPA, JD. EM 13-0258 DOFU 10/2013 741689
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