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Current Financial Planning Strategies for Clients and Practitioners

CURRENT FINANCIAL PLANNING STRATEGIES FOR CLIENTS AND PRACTITIONERS

Unfortunately, we've reached capacity for the presentation on 3/9/22.
Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 9, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Financial planning means a variety of things to different people. We invite you to hear what financial planning means to us and what it can mean for you. In this presentation, you will learn about current financial planning strategies and how to incorporate them into your clients' financial lives and your own.

Learning Objectives:


  • Name the main areas of financial planning

  • Identify impactful strategies in each area based on current tax laws and proposed legislation

  • Determine which clients may benefit from financial planning

  • List best practices for implementation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Scot Jackson

Frontier Investment Management Company
Managing Director of Financial Planning
sjackson@frontierinvest.com
(972) 739-7523

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Scot Jackson, CPA, CFP® is the managing director of financial planning at Frontier Investment Management Company. He also oversees the firm’s qualified plan consulting services and Frontier’s investment/financial planning platform for young professionals. As a licensed Certified Public Accountant (CPA) and Certified Financial Planner ™ (CFP®), Scot is experienced in income taxation and efficiencies, qualified and non-qualified employer-provided plans, retirement distribution planning, risk mitigation, asset protection, and other financial planning subject areas. He has authored several of Frontier’s proprietary white papers on various topics.

Scot began his career in public accounting and later transitioned to financial planning and wealth management. Scot graduated, Magna Cum Laude, from Harding University with a Bachelor of Business Administration (BBA) in Accounting. He also has a Master of Business Administration (MBA) from the same institution. Scot is a member of the Dallas Chapter of the Texas Society of CPAs.

 Scot is a licensed CPA but not practicing. This firm is not a CPA firm. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

About Our Presenter

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Since the founding of Frontier in 1994, we have strived to build relationships and enrich lives. Our life-centered approach provides our clients with a roadmap to living their best life possible. The Frontier Family is a team of highly credentialed professionals who are dedicated to providing our clients investment and planning solutions. Each member of Frontier has their own unique story about why they do what they do.

This firm is not a CPA firm. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.