PSG Clarity and Society of Financial Professional Services (SFPS) Herald New Off-Cycle Education Classes for Members

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PSG Clarity, a Division of Planning Solutions Group of Fulton Hosting the Classes for SFPS Members at Maple Lawn Office.

Society of Financial Professional Services in Fulton is affiliated with the Baltimore Chapter. Brian Kuhn, manager of PSG Clarity is on the board of the local SPSP and with others on the board proposed and developed the classes for any members who would like to attend.

“It came to our attention that there are many young financial advisors in the area who may benefit from networking with others in the field as well as learn about issues seldom addressed in our regular meetings,” explained Mr. Kuhn. “So, we’re testing a new program of education classes on broader topics offered free of charge to our local members. These classes are much more informal than those on the regular schedule.”

SFPS offers a variety of fee-based continuing education classes. On November 4, 2014 Mr. Kuhn will be the speaker at the PSA Insurance and Financial Services location. The topic is Federal Benefits worth 1 hr. CE L&H, CFP. For further information on this class, contact Mr. Kuhn by email or by phone at 301-543-6035.

The off-cycle classes are less formal and are designed to address broad topics presented by a specialist in the field such as Same Sex Estate Planning Issues, Social Security and Medicare and Gun Trusts.

The next class was on October 21, 2014 presented by Brittany Stouffer of Stouffer Legal discussing Gun Trusts. She can be reached by phone at 443-470-3599 or by email to answer questions or submit questions to be added to the discussion.

With the legalization of same sex marriage being accepted by many states, partners in these states are finally allowed to set up estate plans that will be upheld by statutes. Same Sex Estate Planning has its own quirks and issues that may be overlooked by planners who are lack experience in this field. Lee Carpenter of Semmes, Brown & Semmes will present a free class to introduce members to the most common issues on November 18, 2014. You can email him or reach him by telephone at 410-576-4729.

PSG Clarity, a division of Planning Solutions Group, LLC will host monthly classes for SFPS members at no charge at their office at 8161 Maple Lawn Boulevard, Suite 400 in Fulton.

PSG Clarity is a financial planning firm located in Fulton, MD. Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.

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Brian Kuhn
PSG Clarity
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