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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.

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.