CPE CONTINUING PROFESSIONAL EDUCATION FORUM
MassMutual Financial Group
04/29/08 Conserving Value by Reducing Risk in a Volatile World
J. Garry Heiney, Skroback & Associates, W Spfld, MA gheiney@skroback.com
Michael Collins, Regional Director, Russell Investment Group, Tacoma, WA
Megan Hopps, Divisional VP, JANUSINTEC, Denver, Colorado
The start of this year and the start of this decade have demonstrated the critical role risk management plays in conserving investment value. Russell is a global leader as an advisor to over $1 trillion in 39 countries. The seminar will develop the best framework for utilizing institutional precepts.
05/06/08 Life Insurance Premium Financing www.insurative.com
Dale Humphrey, President, Insurative Risk Solutions US Inc,
Greenwich, CT www.insurative.com
Life insurance premium financing is an increasingly popular strategic wealth planning tool. In addition to discussing a historical perspective of the industry and a review of current loan arrangements, case studies will be presented to illustrate the process and benefits of life insurance premium financing.
05/13/08 Fundamentals of Life Settlement
Dennis Pascarella, ChFC, Life Equity LLC, Hudson Ohio www.LifeEquity.net
Life settlements are an alternative to the surrender of or borrowing against or cancellation of a life insurance policy. They are an innovative tool when life is changing, policies are no longer effective, or it is time to add value to life.
05/20/08 Maximizing Business Owners’ Wealth
Henry C. Weatherby, JD, CLU, ChFC, CEBS
Weatherby & Associates, PC, Bloomfield, CT www.weatherby-associates.com
What advisors need to know to help business owners sell their business to whom they want and for the amount they need to leave their business in style ... while still maximizing the profitability of their business while working in it!
05/27/08 Estate Tax Planning
Henry C. Weatherby, JD, CLU, ChFC, CEBS
Weatherby & Associates, PC, Bloomfield, CT www.weatherby-associates.com
An overview of often overlooked planning issues as well as how assets can be left in trust, but be controlled (or not) by their beneficiaries.
06/03/08 Business Ethics for CPA’s (4-hour session begins at 2:00)
Josephine Sarnelli, CPA, Consultant, Springfield, MA www.SarnelliCPA.com
With the use of the designation CPA goes the responsibility of retaining the confidence of the public, our clients, and our peers. Using real life examples and interactive case studies, we will find proactive methods and risk-avoidance measures to help confront ethical dilemmas.
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Sessions are held at American International College in the Courniotes Hall Auditorium at the Health Science Complex (corner of Homer & State Streets) from 3:00 to 6:00 (except for the last which will start at 2:00) and are offered for a fixed $30 fee for all or any part of the six-week series. Contact Jo Sarnelli, CPA, 162 Sumner Avenue, Springfield , MA at (413) 746-9067 or info@cpeForum.org for more information.