1:50p Choice 1 - Planning for the Professional

Sponsor: Baystate Financial

Credits: CFP (1) and CPE (1) RI Insurance CE (1)

Join Richard Petrucci, Jr., JD, CPA ,CFP® from Baystate Financial as he discusses issues which affect all professionals such as tax issues, creditor protection, retirement and estate planning, and business succession planning.

Approved for 1 CFP, 1 CPE and 1 RI Insurance credit.

 


Download the PPT Presentation: Planning for the Professional

About the Speaker

Richard Petrucci, Jr., JD, CPA ,CFP®, Agency Director  Estate & Business Planning Focus,   Baystate Financial
Rick Petrucci focuses in the areas of estate planning, business succession planning, financial planning, executive compensation planning, taxation, asset protection planning, special needs planning, and elder law.Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm. In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.

*Licensed but not practicing

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