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Tuesday, October 18, 2011: 2:30 PM
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Protecting You and Your Loved Ones:
Practical and Vital Estate Planning Information For Consumers in Plain English

Speakers:
Martin Shenkman, CPA, MBA, AEP, PFS, JD
Lisa Featherngill, CPA/PFS

Consumers must take proactive steps to protect themselves and their loved ones. Estate planning integrates financial planning, retirement planning, planning for disability and health issues. A common misconception about estate planning is that it is something only wealthy individuals should do before they die. However, estate planning is an important part of life, regardless of wealth. Planning for the protection of your assets and passing them to your heirs is an essential process and one that should be undertaken with your most trusted advisor, your CPA financial planner.

In this web seminar, Martin Shenkman, CPA, PFS will lead you in a practical and understandable discussion of key estate planning concepts that affect everyone, including:

• Steps in the estate planning process
• Building blocks of your estate plan: Documents, Insurance, Financial Planning, and Special Issues
• Estate planning with regard to charitable giving and chronic illness
• How your CPA financial planner can simplify your estate planning and save you time and money

This is a free, one-hour seminar. Continuing education credit is not being offered for this event.

Wednesday, October 19, 2011: 11:00 AM
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Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations

Moderator:
Sidney Kess

Panelists:
Lyle Benson
Dan Daniels
Jeremiah Doyle
Jacqueline Patterson
Martin Shenkman
Steven Siegel

With all of the legislative activity around estates over the last year, now is the opportune time for advisers to help clients make critical financial and estate planning decisions. Clients are frustrated with tax uncertainty and stressed by economic turmoil. Clients need to plan now more than ever but most will not come to the planning table. In this web seminar, a panel of experts will lead financial planners in a practical, technically-sophisticated, but marketing-sensitive discussion:

• What to recommend to clients in light of recent legislative activity
• How to convince clients to meet now
• How to get clients in the door to talk about financial and estate planning
• Practical and specific planning tips for estates, trusts, retirement, investments, insurance and tax
• Practice aids - sample letters, checklists and other material to assist you and your clients with estate planning decisions

Anyone may attend this seminar for free without receiving CPE credit. The cost for non-AICPA members to attend and receive CPE credit is $75. The cost for AICPA members to attend and receive CPE credit is $65. The cost for PFP section members (inclusive of PFS credential holders) and Tax section members to attend and receive CPE credit is $50. CPE credit will be available for purchase as late as two weeks after the event.