Description

CPE Seminars for CPAs. Concepts that help to transform your practice. by creating and delivering more value to your clients. 1 CPE/CE HOUR. Presented by Jay Weyers, CFP®, Weyers McKeever Financial Partners. If you would like to create and deliver more value to your clients, concepts like the one discussed in this CPE seminar are an opportunity for you to do that. We are here to serve as your strategic partner in helping your clients be better planned. We welcome an opportunity to discuss the ways we can work together. Feel free to contact us anytime. Jay Weyers ad Linda Grizely are Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), known as Vermont Equity Services in WI, NH, CO & MO, Securities and investment advisory services are offered solely by ESI, Member FINRA/SIPC. 123 N. Wacker Drive, Suite 600, Chicago, IL 60606. (312) 236-2500. Weyers McKeever Financial Partners is independent of ESI. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® in the U.S. TC118687(1220)1