Professional Seminar

"Get More Bang From Your Buck"

Regional CPE/CLE Professional Education Course
Sponsored by the Sam Houston Area Council, Boy Scouts of America


9:00 AM to 3:30 PM
Cockrell Scout Center (2225 North Loop West, Houston, Texas 77008)


All CPA’s, attorneys, financial advisors and CFRE’s are invited to attend this complimentary course. Attendees will receive credit hours: CPE 5.50 or CLE 5.50, and a certificate of completion will be issued. There are no pre-requisites required to complete the course. Lunch will be provided. Register online by November 2, 2015.  Partcipants will have the opportunity to add your name/company to the new "Wealth Planning Professional Directory."


  • Karen Akiens**, JD, LL.M. (in Tax), MBA - Partner in Riddle & Akiens, LLP
    Karen has practiced law for over 18 years.
  • Michael C. Riddle**, JD – Managing Partner of Riddle & Akiens, LLP
    Mike has practiced law for over 35 years.
  • Frank D. Mullins***- CFP™, CAP®- President, Legacy Wealth Counselors
    Frank specializes in facilitating effective communication on the topics of inheritance planning and multigenerational governance.  
  • Trent Tellepsen, BS***- president of Building Concrete Solutions, a subsidiary of Tellepsen Construction    

**Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization
***Certified Financial Planner, Chartered Advisor in Philanthropy

Course Objectives:

  • Learn estate planning strategies (wills/trusts) and explanation of crummey powers.
  • Learn asset protection strategies and understand pros and cons of portability election.
  • Learn about the importance and potential benefits of talking to adult children about their inheritance.
  • Hear the story of successful families that have changed their world through effective estate planning.
  • Learn about the Scouting Heritage Society of the Sam Houston Area Council.
  • Learn how life insurance may benefit you.
  • Receive exposure to actual case study problem-solving
  • Panel discussion for overview of topics discussed.                                            

Don't Miss This Opportunity!!!

Register for Professional Seminar

More Information

Jim Rees
Director of Development
(713) 756-3315