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2 Hours of Continuing Education Credits for CPAs
Are you or do you know someone who is a caregiver? Do you think one day you might be taking care of a family member? Our first presentation will discuss the things people should know before they take on the role of caregiver such as keeping records, finding resources and handling cognitive issues. Our second presentation outlines some IRA mistakes for your clients and their beneficiaries to avoid to help make the most of their retirement savings. Play a greater role in your own and your client's financial affairs. Please join us on:
Tuesday, October 22nd: 7:30AM Continental Breakfast
8AM – 10AM Presentations
Collegian Hotel & Suites Syracuse
1060 E. Genesee St.
Syracuse, NY 13210
Our host will be Phil Martin, Senior Regional Consultant with MFS Funds. Our featured speaker will be Doug Orton, Senior Vice President with MFS Funds. Phil and Doug assist our firm in providing investment strategies for our clients.
Topics include:
· Things I Learned: A Caregiver’s Journey
· Roadmap to Retirement: Top IRA Planning Mistakes to Avoid
This course is classified as a basic program requiring no prerequisites, and qualifies for two hours of continuing professional education credits. There is no charge for this course. If it is cancelled, participants will be notified via e-mail.
Seating is limited. For reservations please respond to this email or call Ronald J. Case at (315) 214-3227 by Friday, October 18th.
Phil Martin and Doug Orton are not affiliated with LPL Financial. Retirement Consulting Group, MFS, and LPL Financial are all separate entities.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Investing involves risks including the loss of principal.
Securities offered through LPL Financial, Member FINRA/SIPC
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