CFP Board Ethics with Brett Danko 2.0 Credit Hours

Plus 1 credit hour "Current Tax/Estate Rates, 2025 IAR RMD Rules, Gifting Strategies and TCJA Expiration."  This course will cover discussion and updates on current tax and estate rates. Key provisions from the Tax Cuts and Jobs ACT (TCJA) that are set to expire this year will also be discussed. New inherited IAR and RMD rules for 2025, as well as gifting strategies will be covered plus Q&A. 

Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. Brett’s advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions. A dynamic speaker and entertaining teacher.

This program has been submitted for 3.0 CFP, 3.0 PA Insurance and 3.0 CPA Credits.

Plus plan to join us for a FREE LUNCH immediately following at the Lancaster Brewing Company, Eisenhower Blvd., Harrisburg. 

Tickets

$95.00 FPA Member

$0.00 FPA Member Prepaid 2025

$0.00 FPA NEW Member - 1st Meeting FREE

$95.00 1st Time Guest at Member Rate (to be used once per person)

$165.00 FPA Non Member (Repeat Guest)

$0.00 Meeting Sponsor