Continuing Education

Full Day with Lunch

Course Detail

CONFERENCE SCHEDULE

7:30 a.m. – 8:00 a.m.             Registration

 

8:00 a.m. – 9:40 a.m.             IRA Planning for Baby Boomers

                                                Jeffrey Levine, CPA/PFS, CFP, CWS, MSA

 

9:40 a.m. – 9:50 a.m.             Break

 

9:50 a.m. – 11:30 a.m.           How to Maximize Section 199A Pass-Through Deductions

                                                Jeffrey Levine, CPA/PFS, CFP, CWS, MSA

 

 

11:30 a.m. – 12:30 p.m.         Lunch

 

12:30 p.m. – 1:20 p.m.           The Unintended Consequences of Estate Planning

                                                Mary Hogue, Attorney Hogue Law Office

                                               

1:20 p.m. – 2:10 p.m.             Understanding ETF’s

                                                Denny O’Malley,

 

2:10 p.m. – 2:20 p.m.             Break

 

2:20 p.m. – 3:10 p.m.             The New Retirement and Secrets of the Happy Retirees

                                                Tony Omernik, B.S. M.P.A. Retirement Options Certified Coach

 

3:10 p.m. – 4:00 p.m.             Decanting, Revoking and Modifying Irrevocable Trusts

                                                Collin Ritzinger,  Attorney Associated Trust Company