EVENTS

Past Event List

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06/23/2010 Why Munis? Why Now? Wed Jun 23, 2010 11:30 AM Wayne Strauss, from Oppenheimer Funds, will discuss the attractiveness of the Tax-Free Municipal Bond Market in light of the likely tax increases ahead.

06/10/2010 FPA Symposium Thu Jun 10, 2010 8:00 AM Our premier event of the year, a CE credit-filled day!

05/26/2010 Pension Protection Act Wed May 26, 2010 11:30 AM Bradley Shephard, from Genworth Financial, will present "2010 Pension Protection Act Provisions Provide Tax-Free Boost to LTC."

05/12/2010 The Next Great Bubble Wed May 12, 2010 8:00 AM

04/28/2010 Recent Development in the Law Wed Apr 28, 2010 11:30 AM Kate Madigan, Esq. from Levene Goulding & Thompson, LLP, will update us on recent development in the law regarding Estate Tax Reform, Power of Attorney Law, Family Health Care, and Asset Protection.

04/21/2010 Annuities Wed Apr 21, 2010 8:00 AM Chris Price, from Lincoln Financial Distributors, will discuss how annuities can help you address retirement issues for your clients.

03/24/2010 Long-Term Care Planning Wed Mar 24, 2010 11:30 AM Robert Vandy

03/10/2010 Bankruptcy Wed Mar 10, 2010 8:00 AM While all of us will be affected by this economy, some of our clients may be pushed to the limit, and into bankruptcy. What do you need to know to be able to advise them if this becomes a possibility?

02/24/2010 Social Security Wed Feb 24, 2010 11:30 AM Michael White, from the Social Security Administration, will speak about Social Security.

02/10/2010 LTC 911 Wed Feb 10, 2010 8:00 AM How do you plan for long term care in a crisis when there is no LTC insurance? We'll discuss and examine crisis planning when long-term care is needed and various asset protection strategies.

01/27/2010 Roth IRAs Wed Jan 27, 2010 11:30 AM Joe Maru, from New York Long Term Care Brokers, will present an overview / refresher on Roth IRAs and the opportunities that the tax law changes are providing in 2010.

01/19/2010 FPA Strategic Planning Meeting Tue Jan 19, 2010 8:00 AM Please join us at our Chapter Strategic Planning meeting, and help make your local FPA what you want it to be!

01/13/2010 Cutting the Costs of Employer-Provided Health Insurance Wed Jan 13, 2010 8:00 AM The spiraling costs of employee health coverage is one of the biggest challenges business owners face. It is critical for business owners to understand what steps they can take to reduce these costs now.

12/17/2009 Inherited IRAs Thu Dec 17, 2009 11:30 AM Hugh Smart, from Columbus Life Insurance Company, will present Planning for Inherited IRAs: Using an IRA Trust as Beneficiary.

12/09/2009 Opportunities in Merger Arbitrage Wed Dec 9, 2009 8:00 AM Jonathan Schonberg, from Water Island Capital, will join us to discuss opportunities in Merger Arbitrage.

11/18/2009 Annuitization: The Overlooked Benefit Wed Nov 18, 2009 12:00 PM David Michalski, from New York Long Term Care Brokers, will present Annuitization: The Overlooked Benefit.

11/11/2009 Mutual Fund Companies and Class Action Lawsuits: Investors Perspective Wed Nov 11, 2009 8:00 AM Wade Eaton will discuss advisor/broker liability for recommending mutual funds involved in a Class Action lawsuit, the effects of the suit on shareholders, and more.

10/07/2009 Analyzing ETFs Wed Oct 7, 2009 8:00 AM Mark Armbruster, CFA, will guide us through what we need to know to understand the regulatory environment of these instruments, the basics of how to competently analyze them, and the special risks some of them pose.

09/23/2009 Gas Leases Wed Sep 23, 2009 11:30 AM Erik Edward Joh, from Hinman Howard & Kattell, LLP, will discuss gas leases from his unique position as both an attorney as well as an owner. The discussion will include taxation, estate and legacy planning concerns.

9/22/2009 Chapter Social Event Tue Sep 22, 2009 5:00 PM Please join us to kick-off the new 2009-2010 programming season, for drinks, hors d'oeuvres, and networking with friends!