McGee Wealth Management offers comprehensive seminars and Lunch and Learn Continuing Education for Certified Public Accountants, attorneys, and other professionals. Most courses are approved for multiple designations and offered in conjunction with our national sponsors. Presentations may be in person and/or webinar format.

Topics may include, but are not limited to –

Retirement Planning
  • Retirement Plans for Small Businesses
  • Single K: For Self-Employed Business Owners
  • Investment Policy Statements – Fiduciary Responsibilities
  • Roth IRA Conversions: Strategies and Opportunities
  • Thoughtful and Compelling Financial Planning Conversations
  • Navigating the Low Yield Environment in Today’s World
Estate Planning
  • Asset Protection
  • Estate Planning for Same-Sex Couples
  • Advanced Estate Planning Concepts for Women
Tax Planning
  • Tax Planning for Marriage and Divorce
  • Tax Planning for Income
Making Life a Richer Experience