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Level up your CPA skills with some fresh insights on retirement, IRAs and and protecting your clients' wealth at this learning session.About this Event
CPA Continuing Education Event
Citizens National Bank Wealth Management and Jackson, Tullos, Morgan, Howell & Guice, PLLC are pleased to host a Continuing Education Event for CPAs focused on advanced strategies to protect wealth across generations. Topics include the use of asset protection descendants trusts, the critical importance of GST Tax Fundamentals, and the latest updates on IRAs and Retirement Planning.
Join us on November 3, 2026 at 11:30 AM (Central Time) at the Trent Lott National Center for Economic Development for this in-person educational opportunity.
Agenda
🕑: 11:30 AM - 12:00 PM
Registration and Lunch Buffet
🕑: 12:00 PM - 01:00 PM
Protecting Wealth Across Generations: Asset Protection Descendants Trusts...
Host: Robert T. Jackson, Jr.
🕑: 01:00 PM - 02:00 PM
Developments in IRA and Retirement Planning
Host: M. William Morgan
🕑: 02:00 PM - 02:30 PM
Conclusion
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Event venue & nearby stays
Trent Lott National Center for Economic Development, Trent Lott National Center for Economic Development, Hattiesburg, United States
Tickets
USD 0.00
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