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2012

Press Release


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Contact(s):

Jonathan B. Cox
919-434-4499
jcox@aicpa.org

Jumpstart Your Financial Plan with Free April 25 Webinar 

CPA financial planner Mackey McNeill will explain how your tax return can guide planning 
Published April 23, 2012

New York (April 23, 2012) – Your tax return can be a roadmap to your financial goals. So don’t file it and forget it. Use it. The American Institute of CPAs will host CPA financial planner Mackey McNeill, CPA/PFS, for a webinar – “Taxes: Start Your Financial Plan Here” – on Wednesday, April 25 from 1:30 to 2:30 p.m., Eastern. It is free and open to all consumers.


The webinar is part of a broader series for consumers called “Take Charge: Your Money. Your Life.” created by America’s CPA financial planners and 360 Degrees of Financial Literacy to help boomers, young adults and retirees navigate financial issues important to them.


Who:
Mackey McNeill, CPA/PFS
Founder, CEO Mackey Advisors, Covington, Ken.
The American Institute of CPAs


What:
A webinar for consumers, “Taxes: Start Your Financial Plan Here”


  • Planning steps to take in an uncertain tax environment
  • How to ensure your retirement plan delivers
  • How to evaluate your investment strategy
  • And more …

When:
Wednesday, April 25
1:30 p.m. to 2:30 p.m., Eastern


Where:
Visit this registration link and click “Register” at the bottom of the page.

Mackey will take questions at the end of her presentation.

Copyright © 2006-2013 American Institute of CPAs.