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ACPEN Financial Planning Institute
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100 Years of Experience in 60 MinutesFeaturing Steven E. Miller, CPA, Charles E. Hallam, CPA, Michael D. Huston It’s the same old mouse trap just painted a different colorThree investment, tax and planning professionals share the worst of the worst from their combined 100 years of professional experienceLearn investments to avoid, how tax disasters happen and when the best laid plans of men go astray. Michael D More
CPE Credits: 1
Learning Objective 1: The biggest investment mistakes investors make Learning Objective 2: Tax tragedies that are so bad they you can’t help but make you laugh Learning Objective 3: Good intentions gone bad when people are trying to do the right thing Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 24, 2012 7:00 PM EDT May 30, 2012 12:00 PM EDT June 16, 2012 4:00 PM EDT July 9, 2012 4:30 PM EDT August 9, 2012 6:00 PM EDT August 24, 2012 11:00 AM EDT Register
Alphabet SoupFeaturing Steven E. Miller, CPA Financial & Tax Considerations for Employer Stock Options, Restricted Stock and other Executive Compensation Benefits. Gain a clearer understanding of the financial and tax considerations of these complex instrumentsA discussion of the fundamentals plus strategic planning ideas focus on maximizing the after-tax benefits from these sophisticated securities More
CPE Credits: 2
Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Steve E. Miller, CPA Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 24, 2012 8:00 PM EDT May 30, 2012 10:00 AM EDT June 30, 2012 10:00 AM EDT July 9, 2012 2:30 PM EDT August 9, 2012 7:00 PM EDT August 23, 2012 12:00 PM EDT Register
Choosing An Equity Portfolio ManagerFeaturing Michael D. Huston Discriminating between luck and skill when selecting an equity portfolio manager is a problem that professional plan sponsors struggle to master. The speaker, Michael Huston, has been wrestling with these issues for more than 3 decades. More
CPE Credits: 1
Learning Objective 1: Explore conflicts of interest in money management. Learning Objective 2: Understand fees in connection with risk. Learning Objective 3: Learn the limitations of analysis and strategies to minimize the damage from mistakes. Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Michael D. Huston Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 24, 2012 10:00 PM EDT May 30, 2012 4:00 PM EDT June 16, 2012 12:00 PM EDT July 9, 2012 5:30 PM EDT August 9, 2012 5:00 PM EDT August 24, 2012 10:00 AM EDT Register
Financing the Rest of your Life with BondsFeaturing Michael D. Huston Understanding bond mathematics is the first step to evaluating risk in bond market portfolios. Learn to answer the following: • What is “yield to maturity”, really?• What is “yield to the worst”?• What is “duration” and why is it so important?• Are premiums bad? Are discounts good?• Is the municipal bond market going to crash? Michael Huston, the speaker, has been learning humility from the bond market for more than 30 years. More
CPE Credits: 2
Learning Objective 1: What is “yield to maturity”, really? Learning Objective 2: What is “yield to the worst”? Learning Objective 3: What is “duration” and why is it so important? Learning Objective 4: Are premiums bad? Are discounts good? Learning Objective 5: Is the municipal bond market going to crash? Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Michael D. Huston Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 24, 2012 5:00 PM EDT May 30, 2012 5:00 PM EDT June 16, 2012 10:00 AM EDT July 10, 2012 11:00 AM EDT July 31, 2012 7:00 PM EDT August 23, 2012 12:00 PM EDT Register
International Tax Topics - U.S. Citizens & Resident Aliens Working AbroadFeaturing Steven E. Miller, CPA A fundamental look at the complex issues for individual taxpayers who are preparing for or are engaged in a foreign assignment This course provides both strategic considerations when beginning or ending an assignment, practical considerations and planning for foreign assignments More
CPE Credits: 2
Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Steve E. Miller, CPA Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 30, 2012 1:00 PM EDT June 16, 2012 2:00 PM EDT July 10, 2012 2:30 PM EDT July 31, 2012 10:30 PM EDT August 23, 2012 3:30 PM EDT Register
Lifetime Wealth PreservationFeaturing Michael D. Huston There is a straightforward strategy that has protected one family’s wealth from wars, currency collapses, etcfor more than 200 years. Discover the following: • Why there are no “good” investments.• Why a strategy can succeed when tactics fail.• What is diversification across the inflation spectrum?• Why did Andrew Carnegie say “shirt sleeves to shirt sleeves in 3 generations”? Like everything else of enduring value Michael Huston has learned he learned from his clients More
CPE Credits: 1
Learning Objective 1: Why there are no “good” investments? Learning Objective 2: Why a strategy can succeed when tactics fail? Learning Objective 3: What is diversification across the inflation spectrum? Learning Objective 4: Why did Andrew Carnegie say “shirt sleeves to shirt sleeves in 3 generations”? Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Michael D. Huston Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 31, 2012 11:30 AM EDT June 30, 2012 3:30 PM EDT July 9, 2012 10:00 AM EDT August 9, 2012 5:00 PM EDT August 23, 2012 4:30 PM EDT Register
Retirement Plans for Small BusinessesFeaturing Charles E. Hallam, CPA Small closely held businesses have many more choices when you are addressing the subject of retirement plans with company owners. It is important to have knowledge of the choices available in order to maximize deductions and keep costs under control. Charles Hallam has over 30 years of experience working with small businesses in financial, investment and retirement planning. Clients appreciate his first hand experience from having been in the trenches with small closely held companies. More
CPE Credits: 1.5
Learning Objective 1: SEP IRAs, SIMPLE IRAs, Roth IRAs and traditional IRA strategies Learning Objective 2: 401ks,Solo 401ks, Safer Harbor 401ks and Roth 401ks combined with profit sharing to maximize contributions Learning Objective 3: Using Defined Benefit plans to increase deductions for small business owners Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Charles E. Hallam, CPA Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 31, 2012 10:00 AM EDT June 30, 2012 5:30 PM EDT July 9, 2012 12:00 PM EDT August 9, 2012 10:00 PM EDT August 23, 2012 3:00 PM EDT Register
To Be or Not to Be - A DependentFeaturing Steven E. Miller, CPA A study and discussion of the complex issues surrounding financial & tax planning for minor children bound for college, interactions with the "kiddie tax", maximizing education tax credits, protecting filing status and dependent exemptions Often ignored or overlooked, the support test may be a significant hazard waiting to derail your tax status More
CPE Credits: 1
Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Steve E. Miller, CPA Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 30, 2012 3:00 PM EDT June 16, 2012 1:00 PM EDT July 10, 2012 10:00 AM EDT July 31, 2012 6:00 PM EDT August 23, 2012 11:00 AM EDT Register
Understanding When to take Social SecurityFeaturing Charles E. Hallam, CPA Making the right choices when it comes to Social Security is a major life decision for most clientsIn 2009, The Social Security Administration reported that 72% of the population started social security before full retirement ageOthers wait until age 70Learn the issues surrounding when a client should start and how to advise clients who will seek your advice in this area More
CPE Credits: 1
Learning Objective 1: Full retirement age versus starting at age 62 versus age 70 Learning Objective 2: Understanding how earnings limitations affect social security Learning Objective 3: Survivor and widow/widowers benefits & Child in care benefits Learning Objective 4: Strategies to maximize spousal benefits including file and suspend Learning Objective 5: Social Security disability Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Charles E. Hallam, CPA Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 31, 2012 2:30 PM EDT June 30, 2012 1:30 PM EDT July 10, 2012 4:30 PM EDT July 31, 2012 5:00 PM EDT August 23, 2012 10:00 AM EDT Register
Using Monte Carlo Simulations to Avoid Gambling with your RetirementFeaturing Charles E. Hallam, CPA Retire at the wrong time with the wrong investment strategy may mean you don’t stay retired for longLearn how to use Monte Carlo Simulations to develop the kind of asset allocation and investment choices that will help your clients stay retiredFor over a decade Charles Hallam has been advising clients and educating CPAs in understanding how to use this powerful tool to avoid running out of money in retirement. More
CPE Credits: 1
Learning Objective 1: Why sequence of returns matter and common mistakes made when guessing at estimated returns Learning Objective 2: Learn what Monte Carlo Simulations are and what they mean Learning Objective 3: Learn why volatile investing can be bad for your retired clients (as well as those that are working) Learning Objective 4: Learn how to average your way to poverty Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Course Developer: Charles E. Hallam, CPA Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 31, 2012 3:30 PM EDT June 30, 2012 12:00 PM EDT July 10, 2012 1:00 PM EDT July 31, 2012 9:00 PM EDT August 23, 2012 2:00 PM EDT Register
Your Clients and Their Medicare BenefitsFeaturing Charles E. Hallam, CPA On average over 10,000 baby boomers a day are becoming eligible for MedicareProviding clients basic information while dispelling the misconceptions and myths about Medicare can help the “senior citizens” you work with to make the right choices when it comes to health coverage More
CPE Credits: 1
Learning Objective 1: When to enroll in Medicare Learning Objective 2: Why you should always enroll in Part A and when to enroll in Part B Learning Objective 3: Medicare Advantage Plans & Medicare Drug Plans Learning Objective 4: How to use the Medicare web site resources Learning Objective 5: How earnings affect Medicare premiums Field of Study 1: Financial Planning Program Level (Basic, Update, Intermediate, Advanced, Overview): Basic Prerequisites: None Advanced Preparation: None Instructional Delivery Method: Group Internet Based Course Registration Requirements: Online Registration Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org May 31, 2012 1:30 PM EDT June 30, 2012 2:30 PM EDT July 9, 2012 1:30 PM EDT August 9, 2012 9:00 PM EDT August 23, 2012 2:00 PM EDT Register |
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