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Event Calendar

Role of the Financial Planner in Personal Injury Settlements, May 21, 2014

Join us on Wednesday, May 21, as we welcome Dr. Ronald Reiber of Canisius College who will discuss "The Role of the Financial Planner in Personal Injury Settlements".  As a Ph.D. in Economics, Ron is often asked to calculate economic damages in personal injury lawsuits as well as testifying as an expert witness in court.

This presentation will discuss the process and show the five main economic issues.  Because New York State jury awards are stated in full value amounts, a "50B" calculation is conducted after the trial to determine present values and annuities.  The input of a financial planner may be sought for the cost of annuities and investment advice.

Lunch buffet starts at 11:15 AM
Program:  NOON
Program ends:  by 1:30 PM

Protocol Restaurant
6766 Transit Road
Williamsville, NY 14221

Program is free to FPA WNY members and 1st time guests (prospective members).  There is a $25.00 charge for non-members.

This program is eligible for one hour of CFP Board Continuing Education credit (applied for) and CPA CPE credit.

Our thanks to Steadfast Capital Markets Group for their support of this lunch program. 

Payment for Role of the Financial Planner in Personal Injury Lawsuits

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Social Security Strategies, 6/18/14

Details to follow.

Symposium, 10/17/14

Our Symposium 2014 is scheduled for Friday, October 17, 2014.  The two-hour CFP Board-approved Ethics program will be presented along with a one-hour program on Medicaid Planning.

Details to follow.

IRA Distribution Strategies, 9/17/14

On September 17, 2014, we welcome Sherri Donaldson of Kier, who will discuss IRA Distribution Strategies.

Details to follow.

Year-End Tax Planning, 11/19/14

Year-End Tax Planning is scheduled for November 19, 2014.

Details to follow.

Case Study Discussion, 12/19/14

A facilitator-led discussion of a case study will be offered on December 19, 2014.

Details to follow.