Join Paula McMillan, CPA/PFS, CFP®, CGMA and NCACPA’s Financial Planning Network on Tuesday, June 24 from 12:00 – 1:00 pm ET via Zoom for a (non-CPE) event. Strategic planning is key when navigating a major financial windfall. This session explores how creative portfolio structuring can minimize tax burdens while optimizing long-term wealth growth. Participants will gain insights into efficient tax strategies, asset allocation techniques, and sophisticated reinvestment options that lead to better financial outcomes. Through practical examples and elegant solutions, this discussion will highlight ways to preserve and enhance wealth while avoiding common missteps.
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 using event code SN000425.
Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
Event speaker: Paula McMillan, CPA/PFS, CFP®, CGMA