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2013 9/26 GPEIS – Two CE Credit Seminars

All CPAs & Insurance Agents are cordially invited by

Haidi Huang 黃海蒂 to attend…

Two CE Credit Seminars!

Sponsored by Prudential

Date:              Thursday, September 26, 2013

Time:              09:00 am – 10:00 am REGISTRATION

10:00 am – 12:00 pm TWO CE CREDIT SEMINARS

12:00 pm – 01:30 pm FORMAL CHINESE TABLE LUNCH

Location:      Pacific Palms Resort

One Industry Hills Parkway

City of Industry, CA 91744

Speaker:       Matt Rowles, Director of Advanced Marketing

The Prudential Insurance Company of America

Seminar Description:

1. Creating a Legacy through Multi Generational Planning (1 Hour CPE/CE): What is the best way for clients to take retirement plan distributions? How can they maximize the benefits to their beneficiaries? This course will show you how with an in-depth discussion of IRA stretch strategy, IRS requirements for plan distributions and tax consequences of taking distributions that are “too much/too soon/too late.”

2. Crucial Business Tipping Points (1 Hour CPE/CE):

Are your small business owner clients prepared for the inherent tax and legal issues during the life of their business? How you can help them plan to prepare for those events?

This seminar contains two CE/CPE courses filled with valuable information. You just can’t miss this incredible opportunity! All CPAs & Insurance Agents are welcome to bring your fellow professionals to attend!

Admission:  Either CPA or Insurance Agent — FREE!

RSVP Reply to this email or greg@gpfis.com.

You may also call 1-800-340-1688

Seats are limited, please RSVP ASAP.

To Language: English


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