Description
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
Details
Event Speaker:Paula McMillan, CPA/PFS, CFP®, CGMA
Wealth Advisor | Author | Presenter
Paula McMillan, CFP®, CPA/PFS, CGMA strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc.
TEDx Presenter: Retirement Longevity and Security
Two National AICPA Podcast Series: Retirement Readiness, Women & Wealth
Professional involvement includes:
AICPA Advanced Personal Financial Planning Conference Investment Committee Lead
AICPA Personal Financial Specialist (PFS) Credential Committee Member
Greensboro Estate Planning Council Board Member
Society of Financial Service Professionals (SFSP) Board Member
Society of Financial Service Professionals (SFSP) Foundation Board Chair
NCACPA Women’s Networking Group Co-Chair
Plenteous Financial Forum Chair and Founder
Credit Types
Registration Fees
| Registration | Type | Price |
|---|---|---|
| NCACPA Member Registration (SN000425) | Members | $0.00 |
| NCACPA Member Registration (SN000425) | Non Members | $5.00 |
| Non-Member Registration (SN000425) | Members | $0.00 |
| Non-Member Registration (SN000425) | Non Members | $5.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.