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Non-Qualified Plans
Presented by Eugene Forsythe, CLU®, ChFC®, CFP®, MSFS
South Texas Chapter Meeting
February 21, 2014 | |
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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
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About the Speaker
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. | |
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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. | | |