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Business & Tech

Compassionate Estate and Charitable Planning (3 CE Credits)

Join us for a Free Estate and Tax planning seminar to earn your continuing education credits (3 credit hours).

Thursday, September 24, 2015
11:30 AM to 4:00 PM (EDT)

Join us for a Free Estate and Tax planning seminar to earn your continuing education credits (3 credit hours). This course will help you to stay up to date on the latest information all while networking and learning alongside peers from within your field.

Our experts will be presenting on the latest trends and changing dynamics in the finance and tax fields to help financial planners (CFP); certified trust and financial advisors (CTFA); certified retirement services professionals (CRSP); certified IRA services professionals (CISP); certified corporate trust specialists (CCTS); attorneys (Florida Bar); and wealth management advisors stay current in their fields and to better serve their clients. This course would also be beneficial to those working within the non-profit industry. Space is limited so be sure to sign up today.

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Crisis Center of Tampa Bay
One Crisis Center Plaza
Tampa, FL 33613

For questions: Jennifer Moore 813-959-4977 or [email protected]

Find out what's happening in Westchasewith free, real-time updates from Patch.

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