Clarkston Capital

EPG Virtual Education Forum: 10 Things CPAs, Attorneys, and Other Professionals Should Know About IRAs

Date: Wednesday, March 23, 2022
Time: 4:00pm - 5:00pm
Location: Virtual via Zoom

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Thank you to our EPG event sponsor.

 

For emerging professionals in estate planning-related fields. CAEPC membership not required to register.

Eligible for 1 hour of AEP® and CPE credit, CFP® credit approval pending. CLE credit at attorney’s discretion.* 

Join via Zoom: https://us02web.zoom.us/j/9218884432 

The Emerging Professionals' Group (EPG) of Central Arizona Estate Planning Council (CAEPC) is a vibrant group of younger professionals who are under age 40 or who have less than 10 years of experience. This group is focused on social and educational events for individuals newer to the professions involved with estate planning. 

The professional demographic includes legal, accounting, investment, insurance, financial planning, and other estate planning-related professions.

Learn about EPG scholarships for CAEPC membership at the EPG Page.

*A general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

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