Fall, 2011
October 18, 2011
Merrill Lynch
www.fa.ml.com/michael_langlois
A panel discussion on timely economic issues including: investing in Precious Metals, how the European Debt Crisis could impact the US economy, and strategies on how to invest your cash during a period of historically low interest rates and a volatile stock market.
October 25, 2011
www.PeritusSecurity.com
This will be a roundtable discussion about the need for a plan, the process of creating an effective plan, and first hand lessons learned from this summer's violent storms. What is the cost if your clients were down for a day, a week, a month? Written plans need to be in place before you are in the heat of the moment!
November 1, 2011
Edu 4 Retirement
mc@edu4retirement.com
Stacy Cugno, Director,
Pentec Inc.
sc@pentec-inc.com
This three part program will begin with a pension update offering tax saving ideas. There will also be a discussion of tax and insurance benefits associated with fixed and variable annuities. The program will conclude with alternative methods for calculating for your clients the best timing for selecting Social Security Benefits.
November 8, 2011
Skroback, Hale & Associates
gheiney@skroback.com
Our world is more volatile and complex since the turn of the century. These three modules will offer insights, analysis and opportunities that explain a path for concerned investors.
November 15, 2011
The Ferman Group
www.TheFermanGroup.com
Cary Rubman, CPA, President,
Innovest Financial Services
www.InnFin.com
Dramatic changes in the health insurance and LTC industry (Obamacare) and the lack of understanding by both employers and employees require innovative delivery of both information and new products. Clients will look to you for guidance in this new environment.
November 22, 2011
rhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.com before the program.
2011_Bankruptcy_Tax_Update.pdf
2011_C_Corp_Tax_Update.pdf
2011_Employee_Benefits_and_Employment_Taxes_Update.pdf
2011_Estate_and_Gift_Tax_Update.pdf
2011_Individual_Tax_Update.pdf
2011_Partnership_Tax_Update.pdf
2011_Procedure_Update.pdf
2011_Regional_Forums_bibliography_v2.pdf
2011_S_Corp_Tax_Update.pdf
2011_Tax_Accounting_Update.pdf
2011_Trust_and_Estate_Income_Tax_Update.pdf
Economic Update
Michael Langlois CRPC, Financial Advisor,Merrill Lynch
www.fa.ml.com/michael_langlois
A panel discussion on timely economic issues including: investing in Precious Metals, how the European Debt Crisis could impact the US economy, and strategies on how to invest your cash during a period of historically low interest rates and a volatile stock market.
October 25, 2011
Lessons Learned in the Wake of the June 1st Tornadoes: Business
Continuity & Disaster Recovery Planning
Charles Christianson, with a panel from CMD Technology Group & Peritus Security Partnerswww.PeritusSecurity.com
This will be a roundtable discussion about the need for a plan, the process of creating an effective plan, and first hand lessons learned from this summer's violent storms. What is the cost if your clients were down for a day, a week, a month? Written plans need to be in place before you are in the heat of the moment!
November 1, 2011
Ideas on How & When to Select Your Social Security Benefits!
Michael Callahan, President,Edu 4 Retirement
mc@edu4retirement.com
Stacy Cugno, Director,
Pentec Inc.
sc@pentec-inc.com
This three part program will begin with a pension update offering tax saving ideas. There will also be a discussion of tax and insurance benefits associated with fixed and variable annuities. The program will conclude with alternative methods for calculating for your clients the best timing for selecting Social Security Benefits.
November 8, 2011
Our 21st Century
I From Adversity to Opportunity: Where to Run; Where to Turn?
II Global Debt & Real Estate: What's the Prudent thing to do?
III The Math: What do the numbers reveal about achieving a secure retirement?
J Garry Heiney, AIF,I From Adversity to Opportunity: Where to Run; Where to Turn?
II Global Debt & Real Estate: What's the Prudent thing to do?
III The Math: What do the numbers reveal about achieving a secure retirement?
Skroback, Hale & Associates
gheiney@skroback.com
Our world is more volatile and complex since the turn of the century. These three modules will offer insights, analysis and opportunities that explain a path for concerned investors.
November 15, 2011
The Future of Healthcare and Long Term Care Insurance
Geoffrey S. Ferman, CLU, President,The Ferman Group
www.TheFermanGroup.com
Cary Rubman, CPA, President,
Innovest Financial Services
www.InnFin.com
Dramatic changes in the health insurance and LTC industry (Obamacare) and the lack of understanding by both employers and employees require innovative delivery of both information and new products. Clients will look to you for guidance in this new environment.
November 22, 2011
Annual Tax Update
Rich Hellmoldrhellmold@rhellmold.com
Lorraine Travers
lorrainetravers@yahoo.com
Presented by a panel of speakers from the MSCPA, outlines will be available at www.cpeForum.com before the program.
2011_Bankruptcy_Tax_Update.pdf
2011_C_Corp_Tax_Update.pdf
2011_Employee_Benefits_and_Employment_Taxes_Update.pdf
2011_Estate_and_Gift_Tax_Update.pdf
2011_Individual_Tax_Update.pdf
2011_Partnership_Tax_Update.pdf
2011_Procedure_Update.pdf
2011_Regional_Forums_bibliography_v2.pdf
2011_S_Corp_Tax_Update.pdf
2011_Tax_Accounting_Update.pdf
2011_Trust_and_Estate_Income_Tax_Update.pdf