 |
|
|
|
|
|
|
|
|
|
||
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
See Also»»
Life Insurance & Investments In A Rocky Market
What CPAs, CFPs, and Attorneys Need to KnowDate: 06/10/08 Live 8:15 - 4:45 p.m. Credits: $150.00** Location: Bank of America Financial Center
121 S.W. Morrison
Portland, OR 97204
Lunch: 1 hour lunch break.*** Registration: Registration Form - Seating is limited. Life Insurance: What CPAs and Attorneys Need to Know
Audience: CPAs, CFPs, attorneys and other financial professionals who need to know more about advising clients regarding both Roth IRAs and the new Roth 401(k) plans.
Level: Update / Review
Description: Clients will soon be asking you about the new Roth 401(k) plans. This course provides you with an overview of the pros and cons of traditional IRAs versus Roth IRAs and reviews the advantages and disadvantages of the new Roth 401(k) plans.
Learn About: Qualification for Roth IRAs and Roth 401(k) plans. » Contribution limits. » Investment possibilities. » Roth conversions. » Withdrawing funds tax-free. » Terminations. » Calculating the value of tax-free build-up. » How Roth investments fit into a client’s financial plan. » How Roth investments can be used for estate planning. » Comparing traditional 401(k)s and Roth 401(k)s.
Instructor: Mike Radakovich - CLU, ChFC, and CFP®
Mike is a highly respected professional, independent Financial Planner with many years of experience in the insurance and financial services industry helping business owners and individuals and their families develop well-rounded financial plans. Mike’s financial planning practice is located in Portland Oregon. more »Investments In A Rocky Market: What CPAs & CFPs Need to Know
Audience: CPAs, CFPs, Attorneys and other financial professionals interested in learning more about investment alternatives.
Level: Update/Review
Description: With the downturn in the economy individual clients and business owners have a heightened need for professional investment advice. Are you ready to help them evaluate alternative investments like Exchange Traded Funds, collectibles and modern insurance products? This short course will review the alternatives with emphasis on new products and alternate investments.
Learn About: Basic asset classes » Asset allocation and portfolio selection » Risk-return characteristics of various investments » Characteristics of specific investments » and Advantages and disadvantages of alternate investments.
Instructor: Mike Radakovich - CLU, ChFC, and CFP® more »
* Credit varies by profession. Please see our page on Professional CPE Requirements.
** Take these courses separately:
$100.00 for the morning session,
Life Insurance: What Attorneys & CPAs Need to Know .
$100.00 for the afternoon session,
Investments In A Rocky Market: What CPAs and CFPs Need to Know.*** Lunch is 1 hour. Please bring your own brown bag lunch or eat at one of the many restaurants or fast food outlets nearby. Refrigeration is available.
Beverages are provided.
© 2008, all rights reserved.
