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Event Calendar

Business Insurance, 4/16/14

Join us in welcoming Margaret Tomaka of Specific Solutions who will discuss Business Insurance on April 16, 2014.

This presentation will examine the needs of business owners and executives relative to retirement income requirements.  The course introduces a platform around the component needs of exit planning, wealth transfer, retirement planning, income protection, survivor income and business protection with life insurance as a strategy to achieve the goals.

Lunch buffet starts at 11:20 AM
Program:  NOON
Program ends no later than 1:30 PM

Protocol Restaurant
6766 Transit Road
Williamsville, NY 14221

Program is free to FPA WNY members and first-time guests (potential members).  There is a $25 charge for non-members paid by cash or check at the door.

In addition to one hour of CFP continuing education credit, this program is also eligible for one hour of CPA CPE credit and NYS Insurance credit for C1, LA, LB and LSB.

Our thanks to Cole Capital, a 2014 Gold Sponsor, for their support of this lunch program. 

Payment for Business Insurance

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Academics vs. Reality, 5/21/14

Ronald Rieber of Canisius College will discuss the academics vs. the reality as it relates to the financial industry on May 21, 2014.

Details to follow.

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.