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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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.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.
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Host - BERNSTEIN GLOBAL WEALTH MANAGEMENT |
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Helping you build and preserve your wealth through the decades with investment research, financial planning, and wealth management services. |
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Program Descriptions |
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"Making Two Years Last a Lifetime"
Last December's new gifting and estate tax legislation turned out to be better than expected, but it's only a temporary two-year extension. What are the implications of the new tax law, and, most important, how do we quantify the benefits of taking action now during this two-year window? Should investors wait for the next round of legislation? We argue for many families, planning done through 2012 could address all of their estate planning needs for the rest of their lives. We'll explore the implications of both the temporary income tax law and of the temporary estate tax law, and we'll discuss the planning opportunities afforded by current low interest rates, which may well be at an inflection point.
"Retirement: Plan Early and Often"
Given the uncertainties of the capital markets and life's twists and turns, retirees want assurance that they'll be able to negotiate the rough patches-whether measured in stock market downturns, inflationary spikes, or sudden changes in personal circumstances. At the same time, they want to know they're equipped to take advantage of the opportunities that the retirement years can offer. We'll address a retiree's personal hierarchy of needs and wants and demonstrate how to shape the appropriate retirement strategy. We'll discuss lifetime spending, asset allocation, the best use of tax-deferred retirement accounts and more in the context of the volatile planning environment we are living through.
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About the Speakers |
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Erik S. Hendrickson was named a Director in Bernstein's Wealth Management Group in 2009. He works closely with the firm's clients and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy and diversification planning for holders of concentrated portfolios (both directly held shares and employee stock options). Hendrickson is also actively involved in the development of the firm's proprietary investment planning tools as well as the Wealth Management Group's research on investment, tax, and estate planning. Hendrickson joined Bernstein's private client practice in 1997. Previously, he was with the private client division of Sutro & Co. Hendrickson earned a BS in finance and business economics from the University of Southern California.
Stacie Milam is a Research Specialist in the Wealth Management Group.. Based in Bernstein's Los Angeles office, she works closely with high-net-worth clients and their professional advisors on a variety of complex planning issues, including multigenerational wealth transfer, philanthropy, retirement planning and asset allocation. Milam joined the firm in 2001 and began working in the Wealth Management Group in 2004; she was appointed to her current position in 2008. Milam earned a BS in business administration with an emphasis in finance from the University of Colorado, Boulder, and an MBA from the Marshall School of Business at the University of Southern California. | |
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Program Details |
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Date: Saturday, October 1, 2011
Time: 6:30pm - Registration
7:00pm - Dinner and Presentation
8:00pm - Q&A and Networking
Location: McCormick & Schmick's Seafood Restaurant
2101 Rosecrans Avenue
El Segundo, CA 90245
Education: 1 CPE credit
Cost: $45.00 Members and Guests; $60.00 Non-Members |
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