|
Not a
member? Join now and attend
for FREE!
Save the Date!
Fall
Meeting & Education Conference
Nov. 2-6, 2011
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. Website:
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.
|
|
|
|
Sponsor
- Wells Fargo Private Bank
|
|
At
Wells Fargo, we are focused on helping our
clients succeed, and work continuously to improve our approach. Our
long tradition of service suggests to us that there are three keys to
providing successful wealth management: people, philosophy and
process.
We see that the service that we offer can be no better than the quality
of the people serving our clients, and that
is why we place a great deal of emphasis on hiring the right people,
training them appropriately, and encouraging them to grow
professionally.
We have found that for us the right philosophy is centered on client
focus, an extensive investment platform and continued innovation.
And finally, we have found that effective wealth management requires
diligent execution of a disciplined process focused on helping each client
succeed, and evolving that plan to meet changing life circumstances.
Learn more about how Wells Fargo Private Bank
can enrich your life with private wealth management solutions custom-designed to address
your deepest needs and aspirations.
For more information on our Sponsor, please click
here
|
|
Program Description
|
|
Special Needs Trusts
(SNT's) are designed to meet the supplemental needs of disabled
beneficiaries while maintaining eligibility for government benefit
programs. There are a number of issues which arise on a regular basis
concerning the administration of SNT's. However, with some creativity
and planning, a SNT can help transform the life of a beneficiary. The
purpose of this program is to highlight some of these issues and
provide suggestions on how to resolve and manage them.
|
|
About the Speaker - Al Behar
|
|
Al Behar is a Senior Trust & Fiduciary Specialist for
the Washington, DC region of Wells Fargo Private Bank. As part of
trust services, Al works with clients to implement and administer
trust and estate plans to help fulfill clients' wealth transfer,
gifting and philanthropic strategies. Prior to joining Wells Fargo,
Al was a Director and Senior Trust Consultant at UBS Trust Company in
Washington, DC. Prior to joining UBS, he was a National Director for
Wachovia Trust Company where he was responsible for managing a team
of Regional Trust Consultants delivering trust and estate services to
clients of Wachovia Securities. Al began his career with Riggs Bank
(now PNC) where he oversaw business development activities focusing
on high net worth families and middle market institutional investors.
He has been in the wealth management industry serving high net worth
families for 27 years. Al earned his B.A. degree in Economics from
Columbia University and his JD from the George Washington University
National Law Center. He is an active member of the DC Bar Association
and Washington DC and Maryland Estate Planning Councils.
|
|
|
Program
Details
|
|
Date:
Thursday, September 22, 2011
Time: 5:30pm -
Registration; 6:00pm - Dinner & Presentation
Location: Maggiano's Little Italy 333 Wisconsin Ave., NW, Washington, DC 20015
Metro within one block of
Friendship Heights stop on the Red Line. MarcPark Parking in the
Chevy Chase Parking Garage offers discounted parking rates for
Maggiano's guests after 5pm.
Education: 1 CPE credit (DC/MD/VA); 1 (M)CLE credit
- pending approval (VA)
Cost: $20.00 Members & Guests
$40.00
Non-Members*
~Spouses and Guests are encouraged to attend~
*Non-Members that qualify to become a member of the AAA-CPA who
join will receive a complimentary registration to this meeting.
Membership in the AAA-CPA includes membership within the Capital Area
Chapter. First year regular membership dues are only $120! Join
online at www.attorney-cpa.com.
|
|
|
|
Cancellation Policy - A
cancellation fee of $10.00 will be applied to
registrations cancelled
after September 15, 2011.
Questions? Call 888-ATTY-CPA
|
|
|