Join Tom for a CE event on January 30!

On January 30, Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Case Studies in the Generation-Skipping Transfer Tax in the Personal Financial Planning Process.

The various types of Generation-Skipping Transfers will be illustrated through case studies in the personal financial planning process. The presentation will review the history of the Generation-Skipping Transfer Tax; illustrate the various types of “skips” through case studies; as well as, assess how these “skips” impact the personal financial planning process.

The Webcast will be held on Friday, January 30, 2015 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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