Workshop Schedule
Estate Planning Seminars
Joseph regularly presents seminars to
financial professionals and prospective clients at which he teaches
modern estate planning techniques. There is no charge for the seminar.
It is highly recommended that spouses attend together. Reservations
are required - please call the office for reservations and
directions: (573) 221-0080; or, if you are outside of Hannibal, call
toll-free (866) 566-0088.
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Certified Professional Accountant
CE Courses
This 12 hour course on the nuts and bolts
of modern estate planning has been designed for the CPA. During this
series, you will learn savvy, tested strategies that will help you to
intelligently analyze and discuss your estate planning clients’ needs,
from the smaller estates to mid-tier and large estates. You will get a
clear understanding of which techniques to use and which to avoid, and
explore how new techniques can protect your clients’ assets from the
wealth redistribution attempts of predators, including the IRS, while
maintaining client management control.
FREE CE Credit for Missouri and Illinois CPAs -
12 hours continuing education credit. Reservations are required
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for full details and registration information. $40.00
Material Fee Required.
O'Fallon, Missouri FREE CPA CE
Course
Sponsored by: F & M Bank and Trust Company
Location: Residence Inn By Marriott, 101 Progress Point Ct.,
O'Fallon, Missouri 63348 |
Class
I: Estate Planning in 2010 and Beyond |
Monday,
June 7, 2010 |
9:00am - 12 noon |
Class
II: The Credit Shelter Trust |
Monday,
July 5, 2010 |
9:00am - 10:15am |
Class
III: The Sexy S.N.R.T. |
Monday,
August 2, 2010 |
9:00am - 10:15am |
Class
IV: The ILIT |
Monday,
September 13, 2010 |
9:00am - 10:15am |
Class
V: The TCLAT |
Monday,
October 4, 2010 |
9:00am - 10:15am |
Class
VI: The IRA Inheritance Trust |
Monday,
November 1, 2010 |
9:00am - 11:00AM |
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