Join Tom for a CE event on December 5!

On December 5, Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Generation-Skipping Transfer Tax in the Personal Financial Planning Process.

Topics to be addressed will be: This presentation will review the history of the Generation-Skipping Transfer Tax, as well as detail how the various changes within its structure affect the personal financial planning process. Topics will include the various types of ‘skips,’ the implications of EGTRRA and ‘indirect skips,’ as well as a review of the various strategies in ‘preserving portability.’ The Webcast will be held on Friday, December 5, 2014 at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at Virtual Seating is limited.

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