CAEPC EPG and AEP Educational Networking Event
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SAVE THE DATE Wednesday, April 8, 2015, 4:00 p.m. to 6:00 p.m. When to Sweat the Small Stuff Beneficiary Planning and Inherited IRAs Sponsored by Lord Abbett (Jesse Walker) Presented by Brian Dobbis, QKA, QPA, QPFC, TPGC (See Biography Below) The Central Arizona Estate Planning Council and the EPG / AEP committees cordially invite you to a complimentary educational, networking meeting while earning Continuing Educational credits followed by Hors d’oeuvres & Refreshments at: 5th & Wine 7051 East 5th Avenue Scottsdale, AZ 85251 Earn 1 AEP, CFP, CIMA, & PACE Continuing Education Credit A Certificate of Completion and material handout will also be given to self-submit for other organizations for possible CE credit Topics Include: Beneficiary planning strategies Naming a trust Inherited IRA dos and don’ts (spouse and non-spouse) Using this knowledge to gain and retain assets Common beneficiary errors Defense of Marriage Act (DOMA) impact (on beneficiary planning) Seating is limited to 50 persons on a first come first serve RSVP basis. Registration Closed March 18, 2015
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