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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 “Estate Planning Update and Asset Protection/Medicaid Planning” Medicaid Planning.

Registration will open on 9/18 for FPA WNY’s half-day Symposium on Friday, October 17, 2014.

 Click here to register!

 8:00am –   8:30am      Registration/Continental Breakfast/Network/Sponsor Meet

 

 8:30am – 10:10am     “CFP Board-approved Ethics CE”

Instructor:  Amy Jo Lauber, CFP®  - 2 CE credits

This two-hour course is designed to meet the (new 2014) Ethics CE program requirements.

 

Disclaimer:  “While the materials for the course on CFP Board’s Ethical Standards are subject to approval (applied for) by CFP Board as meeting the established standards for continuing education, CFP Board does not review the method or means of presentation and, therefore, makes no representation concerning the delivery of this information to the CFP® certificant.” 

 

10:10am – 10.40am    Coffee break/Network/Sponsor Meet  

 

10.40am – 11.30am    “Estate Planning Update and Asset Protection/Medicaid Planning”

                                     Instructor: Judy N. Cuzzacrea Wagner, Partner, HARRIS BEACH PLLC.

Judy Cuzzacrea Wagner is an Elder Law attorney and this session on Medicaid and Estate Planning will cover topics from the basics and well beyond for advisors assisting and planning for clients. Including the Last Will and Testament, Basics of Probate, Estate Tax Upate and Gifting, Options for Long Term Care, Planning for Long Term Care, Private Payment, LTC Insurance, Medicaid System and Planning Options, Income and Resource Allowances, Rules of Transfer, Protection of Prior Assets, Crises Planning and how to avoid mistakes.

 

             1 hour CFP Board Continuing Education credit and CPA CPE
             1 hour NYS INS applied for credit

 

LOCATION:                Bryant & Stratton College, Amherst Campus, 3650 Millersport Hwy, Getzville, NY 14068, 716.625.6300. The campus is located near the CrossPoint Business Park.

 

COST:                        $25 for FPA members; $50 for non-members. 
                      To pay by check, use the registration form 
on the flyer. 
                      Website registration
only when paying by credit card and choosing the 

PayPal option: www.fpawny.org.

 

To download flyer:  

Special thanks to our Symposium 2014 sponsors for their support (as of 9/15/14):

 

M&T Bank – 2014 Gold Sponsor

Cole Capital – 2014 Gold Sponsor

 

Specific Solutions

American Beacon Funds

MetLife


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.

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