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.
