CONTINUING EDUCATION
1 CE CREDIT HOUR
FOR REGISTERED INVESTMENT ADVISORS

Direct Energy Investing With Associated Tax Benefits

Learn how oil and gas programs create deductions against ordinary income plus provide potential long-term economic benefits.

TUESDAY
September 22, 2026
2:00 PM ET
TUESDAY
October 27, 2026
2:00 PM ET
OBJECTIVES
Participants will:
  • Identify the tax benefits available throughdirect oil & gas programs
  • Evaluate program fundamentals and structures against client suitability
  • Apply implementation considerations drawnfrom advisor case studies
PRESENTERS

Steve Blackwell

CEO, Invito Energy Partners

Darren Whissen

Investor Relations, Invito Energy Partners

Richard Hillson

Founder, Hillson Consulting
CREDIT & PROGRA M DETAILS
Participants will earn 1.0 CPE credit. Accepted by the CFP Board for 1 CE credit hour; approved for CPA, IAR, CIMA®, CPWA®, CIMC®and RMA® CE credit.
Field of Study
Taxes
Program Level
Intermediate
Prerequisites
None
Advanced Preparation
None
Delivery Method
TaxesGroup Internet Based
Who Should Attend
Open to all

Refunds and Cancellations: As this event is not at a cost to any guest, there is no cancellation fee or refund. For more information regardingcomplaint and/or program cancellation policies please contact Richard Hillson at richard@hillsonconsulting.com.

TUESDAY
September 22, 2026
2:00 PM ET
TUESDAY
October 27, 2026
2:00 PM ET

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP®certification mark (with plaque design)logo and the CFP®certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Hillson Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boardsof accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

**NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Educational use only — neither an offer to sell nor a solicitation to buy a security. Offerings are made only by Confidential Private Placement Memorandum.

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