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10 Dec
Advanced Planning Series Educational Seminar

Description

Join Michael Fischer, CEO and President of Client 1st Financial, for an advanced planning seminar designed for financial and accounting professionals in the Lehigh Valley.

 

This seminar will explore the Qualified Opportunity Zone Program and how it may be used as part of a broader strategy to address capital gains tax liability. The program is approved for one hour of CFP, CPE and CIMA credit.

 

Michael will be joined by Greg Ferguson, QPFC, Senior Vice President at Cantor Fitzgerald Asset Management, and Aaron Wessner, Managing Director and Head of Cantor Real Estate at Cantor Fitzgerald Asset Management.

Wednesday, December 10, 2026
Homewood Suites, Center Valley
Registration: 3:30 PM
Program: 4:00 PM
Reception to follow at 5:00 PM

Date and Time

Thu, Dec 10, 2026

4:00p - 5:00p PST

Location

Homewood Suites Center Valley

3350 Center Valley Pkwy
Center Valley , PA 18034
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PT1H

Event Registration

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