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

Thursday, September 18, 2014

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

Register

All CPA’s, Attorneys, Financial Advisors & CFRE’s are invited to attend this complimentary course.  You will receive credit hours:  CPE 5.50 or CLE 5.50 and a certificate of completion will be issued.  No pre-requisites required to complete the course and lunch will be provided.  Register online by September 15, 2014.  You will have the opportunity to add your name/company to the new "Wealth Planning Professional Directory".


Speakers:

  • Karen Akiens**, JD, LL.M. (in Tax), MBA - Partner in Riddle & Akiens, LLP
    Karen has practiced law for over 17 years.
  • Michael C. Riddle**, JD – Managing Partner of Riddle & Akiens, LLP
    Mike has practiced law for over 30 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     

Course Objectives:

  • Learn estate planning strategies (Wills/trusts) and explanation of Crummy 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 changes 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!!!

*Continuing Professional Education Course OR Minimum Continuing Legal Education Course

**Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization

***Certified Financial Planner, Chartered Advisor in Philanthropy

More Information

Devin D. Koehler, CFRE
Senior Development Director of Endowment
(713) 756-3321
 Devin.Koehler@shac.org