​Planning for the Professional, 1 Hr CE

​Presented by Chris Price, CFP®, RICP®, ChFC®, CPFA, and C(K)P

​This course will guide attendees through the key planning considerations for licensed professionals. We will discuss common concerns they face, how their practices may be structured from an entity standpoint, and the related tax implications. The course will also cover strategies for creditor protection, as well as essential concepts in retirement and estate planning. To conclude, we will address important elements of business succession planning for professionals.

​Don't forget to buy your 50/50 raffle ticket! See that option when registering for the event.

​

​Thank you to our Partner Sponsors