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The South Texas Chapter of the American Academy of Attorney-CPAs presents:
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The Effective Use of Tax Advantaged Vehicles in Estate Planning Structures
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Presented by: Kevin M. Donovan, JD
Sponsored by: William Goldberg
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Program Description & Learning Objective
Estate planning is becoming a fundamental part of an advisor's business today. In the past few years, there has been a dramatic shift in retirement planning needs as investors transition from asset accumulation to income distribution to legacy planning. The benefits of having a baseline understanding of essential estate-planning strategies can help advisors fully capture and retain assets they have worked so hard to create. In this one-hour presentation, we will go over some essential estate planning strategies and how to implement them using annuities.
Date & Time
Friday, June 16, 2017
8:30 a.m. - 9:30 a.m. (Complimentary breakfast provided by William Goldberg)
Location
FCA Offices, 791 Town & Country, Suite 250, Houston, TX
Education
NASBA-approved for 1.0 CPE credit in Tax; State Bar of Texas approved for 1.0 MCLE credit.
Free Admission
Admission is FREE for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA ext. 2.
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About the Presenter
Kevin M. Donovan, JD
JACKSON NATIONAL LIFE DISTRIBUTORS, LLC
Director - Retirement and Wealth Strategies
Prior to joining Jackson in 2016, Kevin spent 16 years as an advisor, so he brings a valuable perspective and a keen understanding of the challenges advisors face. He can help streamline practice management, conceptualize marketing ideas, guide advisors through complex cases, and help identify business opportunities that may not always be obvious. He is passionate about helping put you in the best position to positively influence your clients' financial journeys. A graduate of Bowling Green State University, Kevin went on to receive his Juris Doctor degree from the Thomas M. Cooley Law School at Western Michigan University. He holds FINRA Series 7 and 63 registrations and has a Life Insurance License. In his spare time, Kevin enjoys collecting experiences with his wife and two children. Click here to read Kevin's full biography.
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Registration
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
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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.
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