Houston, TX: What Your Estate Planning Client Needs to Know about Organizing Assets and Records

Oct 20, 2017 08:30am -
Oct 20, 2017 09:30am

Event Description

Rescheduled from September 22, 2017

The South Texas Chapter of the American Academy of Attorney-CPAs presents:


What Your Estate Planning Client Needs to Know about Organizing Assets and Records


 Presented by: Maureen Williams

Strategic Hourglass Solutions

Program Description & Learning Objective

This course will discuss the need for Estate Planning and the importance of having your personal affairs in order. As our population continues to age, more people are outliving their assets which creates a financial burden on family and friends. With the increase in dementia and Alzheimer's, families are forced to deal with care givers, hospice, long-term care, and questions regarding a will, trust, guardianship and power of attorney. Because many decisions are forced upon us or our loved ones due to a major life change such as moving, downsizing, disability or death, planning ahead helps to prevent family conflict and emotional turmoil, and ensures your legacy is preserved.


Date & Time                                                                    

Friday, October 20, 2017                                                                

8:30 a.m. - 9:30 a.m.  



FCA Offices, 791 Town & Country, Suite 250,  Houston, TX



NASBA-approved for 1.0 CPE credit in Business Law; State Bar of Texas approved for 1.0 MCLE credit.


Free Admission

Admission is FREE for all business professionals. For information on the cancelation policy please call 888-ATTY-CPA ext. 2.

About the Presenter

Maureen Williams is an author and founder of Strategic Hourglass Solutions. For more than 30 years, Maureen had overseen accounting and financial operations for organizations by implementing systems and processes for efficiency and cost savings. Her corporate career in Texas included Operations Manager at an oil company in Houston, Controller for an international marketing firm in San Antonio, and Director of Scholarships at the University of Houston. Upon her return to Illinois ten years ago, she received her Series 6 and 63 licenses and embarked on a career of personal finance and estate planning. Her expertise in organizing and workflow led to her latest book, 'Lifetime Legacy Planner', which provides a means to easily organize personal possessions and financial records so documents can be found quickly and easily when the need arises. She has created the 'Let's Talk Legacy Seminar Series' and has co-hosted talks with attorneys, funeral directors, and financial advisors to discuss the importance of having an organized system in place. Maureen graduated cum laude with a finance degree from the University of Houston, and travels the country speaking about her book and the importance of estate planning.


Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals

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. 

The American Academy of Attorney-Certified Public Accountants, Inc. (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.nasbaregistry.org




Event Type:Chapter Meeting
Early registration ends on Aug 09, 2017.
Regular registration starts on Aug 10, 2017 and ends on Oct 19, 2017.
Late registration starts on Oct 20, 2017.