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PRODID:-//Financial Coach LLC - ECPv4.9.13//NONSGML v1.0//EN
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METHOD:PUBLISH
X-WR-CALNAME:Financial Coach LLC
X-ORIGINAL-URL:https://fc.fixedincomecounsel.com
X-WR-CALDESC:Events for Financial Coach LLC
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DTSTART:20170101T000000
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DTSTART;TZID=UTC:20170531T080000
DTEND;TZID=UTC:20170531T113000
DTSTAMP:20260422T221950
CREATED:20170524T154815Z
LAST-MODIFIED:20170525T195045Z
UID:2532-1496217600-1496230200@fc.fixedincomecounsel.com
SUMMARY:CPE for CPAs
DESCRIPTION:The Financial Coach LLC presents to CPAs an \n  \nAdvanced Retirement Plan Workshop that can change the dynamics of your business plan. \nThis workshop will provide current information about the most recent tax changes that impact qualified retirement plans.  Incorporating said changes into plan design opportunities with a focus on small business retirement plans.  Presentation is in lecture format with opportunities for discussion. \nAfter attending the course\, you will be able to define the major components of pension plan regulation\, along with identifying the impact of varying plan designs on your client base.  You will be able to identify retirement plan opportunities from your client base by comparing employer objectives to allocation formulas and plan specifications by plan type: \n  \nWe will be offering 2 session opportunities: \nWednesday\, May 31 or Thursday\, June 1 \nAGENDA \n8:00-8:30                     Welcome/Registration/Continental Breakfast \n8:30-9:20                     Retirement Plan Overview\, In-depth Look at                                                                                     Defined Contribution Plans \n9:20-9:30                     Break \n9:30-10:20                   In-depth Look at Defined Benefit Plans\, Real- \nLife Case Studies \n10:20-10:30                 Break \n10:30-11:20                 Real-Life Case Studies Continued\, Plan Design Considerations\, and Distribution Options \n11:20-11:30                 Close \n  \nWhere:                        Tennessee State Bank: 11470 Parkside Drive\, Knoxville\, TN \n  \nSeating is Limited! \nPlease register by phone for the seminar\, 877-274-8657 (VOLS) or email to Karen@financialcoachllc.com \n\n\n\n\n\n\n\n\n\n\n  \n  \n Your Number (required)\n       \n Number of People in your party (required)\n    123456  \n \n\n
URL:https://fc.fixedincomecounsel.com/event/cpe-for-cpas/
LOCATION:Tennessee State Bank\, 11470 Parkside Drive\, Knoxville\, TN\, 37934\, United States
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