Free Lunch & Learn - Partnering with The CPA in Financial Planning

Partnering With the CPA in the Financial Planning Process

Join us for a CPE Lunch & Learn hosted by Edward Jones
Non-Members $25

This course covers essential aspects of the following Sessions:

• 401k Update: Secure Act 2.0 & Tax Credits

• Unified Managed Account (UMA) & Exchange-Traded Funds (ETFs) - When & How

• Structuring Life Insurance & Estate Planning

Tuesday, September 16, 2025
11:30am - 1:00pm 
NMSCPA Classroom
3400 Menaul Blvd NE
Albuquerque, NM 87107

Credits