Tax Attributes of Annuities and Long Term Care Plans - S. TX Meeting - August 19, 2011

Aug 19, 2011 08:00am -
Aug 19, 2011 09:30am

Event Description

  

American Association of Attorney-CPAs

 

The South Texas Chapter of the AAA-CPA present:

  

   Tax Attributes of Annuities and Long Term Care Plans

 

  

Speaker:  Mel Gross, CLU, ChFC, MSFS  

Mel Gross Financial Services,  L.P.

 

 

 

 

 

SAVE THE DATE! 

Fall Meeting and Education Conference

November 2-6, 2011

 Doubletree Metropolitan

New York City, NY

 

 New York City

 

 




AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted.  There are no prerequisites or advance preparation requirements for this course. 
  

 

Accounting CPE/Legal CLE/MCLE-The AAA-CPA 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 and CLE in the States of Florida, Texas, and Pennsylvania. State boards have final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-23417. Web site: www..nasba.org. A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state.
 
 

Speaker Biography - Mel Gross, CLU, ChFC, MSFS

Mel Gross has more than 35 years of experience in the financial services industry.  He has earned the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and MSFS (Master of Science Financial Services) designations.  Mel is a registered representative having series 7 and 65 securities registrations.  

Mel works closely with clients to understand their objectives.  Then, he develops and implements strategies to assist them in meeting their goals.  He emphasizes wealth accumulation and preservation.

Mel is an active member of the following industry organizations:  Houston Business & Estate Planning Council, Board Member, in the past, Advanced Association of Life Underwriters (AALU), National Association of Life Underwriters, Houston Association of Life Underwriters, and the Million Dollar Round Table (Top of the Table).

Mel is also involved in the following civil and philanthropic organizations: Rotary Club of Houston (Lombardi Award Committee), Anti-Defamation League (Board Member), Westwood Golf Club (Member), and  past Chairman of Operation Rainbow, an international organization for orthopedic and reconstructive surgery on children.

Program Details

Date: Friday, August 19, 2011 


Time: 8:00-9:00am


Location: FCA Offices
, 791 Town & Country Blvd., Suite 250, Houston, TX

Education:
1 CPE/(M)CLE credit 

 

Cost: FREE!

Questions? Phone: 888-ATTY-CPA (888-288-9272) or email at info@attorney-cpa.com.

 

 


 

 

     


Event Type:Chapter Meeting
Early registration ends on May 22, 2011.
Regular registration starts on May 23, 2011 and ends on Aug 18, 2011.
Late registration starts on Aug 19, 2011.

 

 
 
 
NAVIGATION
LOCATION
PO Box 706
Warrendale, PA 15095
Email: info@attorney-cpa.com
CONTACT US
Toll Free: 888-ATTY-CPA
Local: 703-352-8064
Fax: 703-352-8073
   


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