Non-Qualified Plans - Houston, TX

Feb 21, 2014 08:30am -
Feb 21, 2014 09:30am

Event Description

 

American Association of Attorney-CPAs

 Non-Qualified Plans

Presented by Eugene Forsythe, CLU®, ChFC®, CFP®, MSFS 

 

 

South Texas Chapter Meeting  

February 21, 2014

Upcoming Chapter
Events  
     

 

March 21, 2014   

Negotiating Tax Provisions of Acquisition Agreements - Part 2

  Speaker: Daniel Leightman

  

April 25, 2014 

Business Valuations - A Legal Perspective  

Speaker: Lindsey Lee 

 

   Upcoming National
Events
    

    

 Northeast Regional

Education Conference

 May 2-4, 2014

REVEL

Atlantic City, NJ

  

Annual Meeting & Education Conference
July 2-7, 2014
Waterfront Beach Resort
Huntington Beach, CA  

Registration

Date: Friday, February 21, 2014

 

Time: 8:30 - 9:30am (Breakfast provided)

Location:
FCA Offices

                  791 Town & Country Blvd., Suite 250 

                  Houston, TX  

                 

Education Credit: 1 (M)CLE/1 CPE credit 

 

Cost: FREE for Members, Guests and Non-Members 

 

 

About the Speaker 

Eugene Forsythe, CLU®, ChFC®, CFP®, MSFS

Mr. Forsythe has a BA from Rice University in Electrical Engineering and Economics, MS in Financial Services from The American College, Bryn Mawr, PA,  MA in Biblical Studies from Dallas Theological Seminary, and holds the designations CLU (Chartered Life Underwriter) CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant) CASL (Chartered Advisor for Senior Living). Mr. Forsythe is the Estate and Business Planning Specialist for Northwestern Mutual for Houston, Austin and San Antonio, and an Advisor with Northwestern Mutual Wealth Management Company. He is also an associate of the Todd Organization, a national group which designs and administers Non-Qualified Benefit Plans for private and public companies. 

 

CONTINUING EDUCATION INFORMATION

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, 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 American Association of Attorney-CPAsis 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. These programs meet 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. 

 

 

Event Type:Chapter Meeting
Early registration ends on Jan 14, 2014.
Regular registration starts on Jan 15, 2014 and ends on Feb 20, 2014.
Late registration starts on Feb 21, 2014.