2015 Advisor Symposium: Issues of Interest to advisors today - Hammond

Nov
12
2015
Thu 12:00 PM to 4:00 PM
Topic: Tax Planning

Join us in Hammond for a free, nationwide, live remote webcast of the 2015 Advisor Symposium, hosted by New York Life Insurance Company. This event will address a variety of issues of interest to professional advisors. Topical areas include: retaining key employees through deferred compensation strategies, planning for the financially astute client, important federal income tax developments, estate and gift tax developments, due diligence of life insurance, leading strategies to reduce taxation and protect wealth. Please copy and paste the following link in order to register: http://nyladvisors.com/2015as/ A variety of continuing education credits will be available upon completion of this webcast: CLE for Attorneys – 3.58 General CPE for Accountants NASBA – 4.0 Administrative Practice CE for Insurance Professionals – 4.0 Life CFP for Financial Professionals – 4.0 Insurance PACE for American College Designations – 4.0 General

Speaker(s): Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA Partner, Keebler & Associates, LLP Green Bay, WI Samuel A. Donaldson, JD, LL.M. Professor, Georgia State University College of Law Atlanta, GA John Y. Kim, CFA President and Chief Investment Officer, New York Life Insurance Company Michael Noland, CLU®, ChFC®, AEP® Founder, Integrated Financial Tulsa, OK Greg Holmgren, CLU®, ChFC® Corporate Vice President, New York Life Insurance Company Advanced Planning Group Bart Bradshaw, JD Corporate Vice President, New York Life Insurance Company The Nautilus Group®

All attendees must register at the following location: http://nyladvisors.com/2015as/


Fee: No Cost

Phone: 985-549-3831

Location

LSBDC at Southeastern Louisiana University: Main Office
Southeast Louisiana Business Center
1514 Martens Drive Hammond, LA 70402-0001