Financial Rules to Live By: An Afternoon with Martin Lowenthal - Needham, MA

May 19, 2016 03:30pm -
May 19, 2016 07:00pm

Event Description

 
 

 
 

The New England Chapter of the American Academy of Attorney-CPAs invites you to:

 

 

Financial Rules to Live By:
An Afternoon with Martin Lowenthal


Thursday, May 19, 2016

3:30 pm - 7:00 pm

 

Free Admission with 2 Credits of CPE for CPAs

Morris N. Robinson

Martin Lowenthal

Speaker: 

Martin Lowenthal, MS (Investment Mgmt), CLU, ChFC, CLTC

 The Bulfinch Group
 

Introduced by: 

Morris N. Robinson, Esq., CPA, LL.M 

    M. Robinson & Co., P.C. 

 

Why Attend?

We are all caught up in the daily routines of serving our clients and running our practices. Martin Lowenthal, MS (Investment Mgmt), CLU,  ChFC, CLTC gives us an opportunity to "step back" and remember the eternal verities of financial counseling:

  • The tradeoff between consuming "today" and saving for "tomorrow." 
  • The tradeoffs between "risk" and "reward" in setting our investment strategies. 
  • The certainties of aging, death, taxes and inflation.

This program is particularly important to practitioners with high-income clients approaching middle age. These clients need financial counselling whether they make $150,000 or $1.5 million each year. 

 

What You Will Learn

Some of the topics covered by Martin Lowenthal follow:
 

(1) Protect what you have even as you plan for tomorrow.

 

(2) Set aside something for tomorrow regardless of today's income.

 

(3) Adopt a realistic investment strategy that reflects your personal risk/reward tradeoff. This is more important than what you invest in.

 

(4) "Buy and hold" is often a better investment strategy than "buy low/sell high." Ask Warren Buffet!

 

(5) The four biggest retirement risks are longevity, health care costs, inflation and taxation.

After retirement, the after-tax income your assets can produce is more important than the dollar value of your assets. 

 

About the Speaker

Martin Lowenthal is an entertaining speaker who knows how to engage an audience. 

Click here for Martin's Web biography. Martin Lowenthal will be introduced by Morris N. Robinson who is President of the New England Chapter of the American Academy of Attorney-CPAs. Click here for Morris' Web biography.

 

Date & Time

Thursday, May 19, 2016

3:30 p.m. - Registration

4:00 p.m. - Greetings

4:10 p.m. - 5:50 p.m. - Program

5:50 p.m. - 7:00 p.m. - Refreshments and Networking

 

Location

The Bulfinch Group

160 Gould Street, Suite 310 

Needham, Massachusetts 02494

 

Free Parking

 

Education

This program qualifies for 2 credit hours of Continuing Professional Education (CPE) for

Certified Public Accountants (CPA) in Business Law.

 

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Methods: Group-Live

 

Free Admission

Admission is free for all business professionals. 

 

Who Should Attend: Attorneys, Certified Public Accountants, Business Professionals

 

Registration

Registration is appreciated by Wednesday, May 18, 2016.


1. Click here to download the registration form and fax to 703-352-8073 or email to klivingston@attorney-cpa.com.  


2. Telephone the AAA-CPA at 888-ATTY-CPA ext. 2

3. Register online by scrolling below and clicking "Register for this Event" . Please note that you will be asked to create a new user profile (unless you already have an account). 

This program is sponsored by the American Academy of Attorney-CPAs 

and represents our post tax-season "kick-off" event. 

It is co-sponsored by The Bulfinch Group.

 

 

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.learningmarket.org

 
 
 

 

Event Type:Chapter Meeting
Early registration ends on May 03, 2016.
Regular registration starts on May 04, 2016 and ends on May 18, 2016.
Late registration starts on May 19, 2016.