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Event Calendar

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.

The main objective of this session is to educate the financial planner regarding IRA Distribution strategies and taxation issues at various stages of a client's life. We will review strategies for distributions prior to 59 1/2 after age 59 1/2, and required minimum distributions, as well as distribution options for clients who are inheriting IRAs.  
Skills enhanced by this session:  Assist clients with decisions regarding IRA distributions based on varying goals, cash flow needs, and impact on other areas of planning.  Facilitate decision-making regarding traditional Roth IRA conversions and tax efficient withdrawals.  Ensure understanding of considerations for qualified plan to IRA rollovers, required minimum distributions, and beneficiary distribution options.

In order to start on time and give you an opportunity to network as well as enjoy lunch, we start the buffet at 11:20 AM at Protocol Restaurant 6766 Transit Road, Williamsville. the program starts at noon and ends by 1:30 PM.

Click here to register.

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.