CPE CONTINUING
PROFESSIONAL EDUCATION FORUM
MassMutual Financial Group
SEE NOTE BELOW
REGARDING CHANGE IN LOCATION ON AIC CAMPUS
Karen
Dolan Curran, Financial Services Professional,
Linda
Tucker and Nora MacKay, Sovereign Bank
Senior citizens
too often find they have few resources for living comfortably in the home of
their choice. It doesn’t have to be that
way. With a little advance planning with
long-term care insurance, reverse mortgages, and creative and safe traditional
mortgages, seniors can live where they choose, with dignity and peace of mind
for themselves and their families.
Paul
Roberts,
The significant
changes taking place in health care in
Stuart
Littler, Senior VP, John Hancock
Michael
Pici, Financial Advisor, UBS Financial Services
This workshop
begins by discussing the basics of retirement products and proceeds to an
overview of variable annuities through the use of case studies. Advanced topics of guaranteed minimum withdrawal benefits and required minimum
distributions will also be explored.
John
Armstrong, CPA Sponsored by the MSCPA
NOT PART OF THE CPE FORUM, this
seminar qualifies for the 4 mandatory credits of Ethics. This program will be held in the morning at
the Sheraton in
Matthew Iak, National Sales Director, US Energy
Development Corporation
Sponsored
by the Financial Consulting Group
Come hear about the great advantages of tax
and oil investments and how they work with the tax codes. See how invested dollars can qualify for 100%
tax write-off.
Most professionals feel passionate about
their chosen line of work and are very good at what they do. However, selling their services is not
usually a source of enjoyment and can be outside their comfort level. In today’s fast paced, globally competitive
business world, status quo is not an option for any business; either you are
falling behind or leading the pack. This
session will explore the abundance of opportunities through collaboration for
business development and growth … without the pressure of selling!
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Sessions
are held at