Wed Mar 10, 2010 8:00 AM
March 2010 FPA Rochester Program
What Advisors Must Know about Bankruptcy
in a Down Economy
| Date: |
Wednesday, March 10, 2010 |
| Time: |
8:30 am - 10:00 am
The program will begin at 8:30 am. You are invited to come early, for breakfast and networking, from 8:00 - 8:30 am. |
| Location: |
Locust Hill Country Club
2000 Jefferson Road
Pittsford, NY 14534 |
| Credit: |
1 hour of CE for CFPs
1 hour of CPE (Specialized Knowledge) for CPAs |
| Cost: |
$10 for Members of the Greater Rochester NY Chapter of the FPA.
$25 for Non-Members of the Greater Rochester NY Chapter of the FPA.
FREE for First-Time Guests (must be active in the Financial Services industry).
FREE for Members who have purchased a Season Pass for 2009-2010.
|
Reservation
Deadline: |
Monday, March 8, 2010 |
Sponsored by:
Speaker/Program:
Deborah Kall Schaal, Gordon and Schaal LLP
While all of us will be affected by this economy, some of our clients may be pushed beyond the limit, and into bankruptcy. What do you need to know to be able to advise them if this becomes a possibility?
Deborah Schaal, an attorney whose practice focuses on bankruptcy, will guide us through some of the issues that may arise before it is time to file. Issues she will cover include:
Credit restructuring scams
Types of bankruptcy filings and what they mean
When to refer a client to counsel
What assets will clients need to spend down and which can survive bankruptcy?
The special situation of non-qualified annuities
Schaal is a partner at Gordon and Schaal LLP. She specializes in the practice of bankruptcy law, representing both creditors and debtors in Chapter 7 and 13 matters. Ms. Schaal is a past co-chair of the Monroe County Bar Association's bankruptcy committee, and past board member of the Greater Rochester Association of Women Attorneys. She has lectured at numerous Continuing Legal Education seminars for the Monroe County Bar Association and the New York State Bar Association on various bankruptcy topics.
As the unemployment rate rises and clients continue to be squeezed financially, these are issues that you will see arising more frequently. Join us for this valuable program.
Cancellation Policy: If for any reason you need to cancel your reservation, please let us know by phone (585-410-1462) or email (admin@nyfpa.org) 24 hours in advance of the event. If you do not attend the event, and have not contacted us to cancel your reservation, you will be billed a "no show" fee of $10. Thank you.
Please register for this program by clicking the "Register for this event" link at the bottom of this page. If you are a member, you'll need to log in. If you don't know your userID and/or password, please call our chapter office at 585-410-1462 or email admin@nyfpa.org.
If you are a member and you would like to bring a guest, please call the chapter office.
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