Pasadena - Life Insurance Attributes and Applications

Feb 15, 2017 12:00pm -
Feb 15, 2017 01:30pm

Event Description

 

 

 

The Southern California Chapter of the American Academy of Attorney-CPAs presents:

 

Life Insurance Attributes and Applications 


Wednesday, February 15, 2017

12:00 p.m. - 1:30 p.m.

 

Speaker:

Theodore L. Laufer

Laufer Law, Inc.

Program Description

Life insurance is not merely a means to provide for one's family after a premature death.  It is a powerful, flexible financial tool with many applications.


Learning Objectives

In this seminar, you will learn how life insurance can: 

-     Replace assets gifted to charity

-     Facilitate nonresident alien investment in the United States

-     Supplement retirement income

 

About the Speaker

Theodore (Ted) Laufer is a business law attorney who handles a variety of matters including structuring, financing, operating and reorganizing business entities; business sales and purchases; life insurance funded buy-sell agreements; real estate sales, purchases and leasing (industrial, commercial, residential); 1031 exchanges; liquor license transfers; investment syndication; charitable, life insurance and other irrevocable trusts; estate planning and probate; secured transactions; and trademark licensing and registration.  Ted has a bachelor's degree with honors from the University of Colorado, a master's degree from the London School of Economics and a law degree from Hastings

 

Date & Time

Wednesday, February 15, 2017

12:00 p.m. - 1:30 p.m.

 

Location

Mijares Mexican Restaurant

145 Palmetto Dr.
Pasadena, CA

 

Education

This program qualifies for 1.0 credit hour of Continuing Professional Education (CPE) for

Certified Public Accountants (CPA) in Business Law and 1.0 credit hour of MCLE in the state of California.
 

Cost

$20.00 AAA-CPA Members; $25.00 Non-Members and Guests
*Not an AAA-CPA member? Join now and attend this chapter meeting for free! 

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

Registration

We politely ask that you RSVP by February 13, 2017 by clicking on the "Register Now" photo. Please note that you will be asked to create a new user profile (unless you already have an account). A cancelation fee of $5.00 will be applied to those cancelling after February 13, 2017. 

Questions may be directed to klivingston@attorney-cpa.com or 888-ATTY-CPA ext. 2.

 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. Prerequisites: None. Advanced Preparation: None. Program Level: Overview. Delivery Method: Group-Live.

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 Jan 17, 2017.
Regular registration starts on Jan 18, 2017 and ends on Feb 14, 2017.
Late registration starts on Feb 15, 2017.