Meeting/Event Information

June CPE: Financial Freedom Towards Retirement

June 21, 2019
8:00 AM - 4:30 PM

Trinity Presbyterian Church- Building B
3003 Howell Mill Rd NW
Atlanta, GA 30027
http://www.trinityatlanta.org/about/directions/

Financial Freedom Towards Retirement – Retirement Planning for the Average Person
June 21, 2019
8:30 AM – 4:30 PM

Schedule of Events
8:30am - 9:00am Registration, Networking, & Breakfast
9:00am - 4:30pm Program (Lunch will be Provided)
*4:45pm Optional Social Event

Participants will earn 8.0 CPE credits

Retirement - Making Your Money Last - .50 Hour - Linda Kuryloski, Edward Jones

Long Term Care - Preparing for the Unexpected - .50 Hour - Linda Kuryloski, Edward Jones

Medicare - What You Don’t Know Can Cost You – 2 Hours - Allyn Hogue, Balanced Healthcare Solutions, Inc.

Fixed and Indexed Annuities - The Benefits You Didn't Know – 2 Hours -Steve Peterson, Brokers International & Eric King, Sky Group Advisors

The New Reverse Mortgage as a Retirement Tool – 1 Hour - Jim Lewis, FBC Mortgage, LLC

Debunking Debt – 1 Hour - Parkey Thompson, Financial Focus

Economic Outlook and Opportunities - Preparing for the Late Innings of the Bull Market - 1 Hour - Linda Kuryloski, Edward Jones

Participants will:  

  • Receive up to date retirement planning information for clients and for themselves

To reserve your seat register online at: at www.gawcpa.org and select from the event menu.   In order to be awarded the full credit hours, you must be present, registering your attendance, arrival, and departure on the attendance sheets at the sign-in desk.

Fields of Study:
Specialized Knowledge: 8.0 CPE hours

Additional Information
Prerequisites: There are no prerequisites for this session
Who Should Attend: Anyone in the accounting industry who works with clients who are planning for retirement
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live
Refunds and Cancellations:  Refunds are given up to 2 days before the presentation/seminar or fees charged may be applied to another session.  For more information regarding refunds, complaints, and/or program cancellation policies, please contact [email protected]Kim Schaeffer, CPA at (404) 252-6610.

Georgia Women CPAs, Inc. 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

 

Tickets

$125.00 Member Pricing
$110.00 Earlybird rate before June 16

$180.00 Non Member Pricing
$165.00 Earlybird rate before June 16