GET MORE BANG
FROM YOUR BUCK*
*Regional CPE/CLE Professional Education Course.
Sponsored by the Sam Houston Area Council, Boy Scouts of America
September 10, 2014
9:00 AM to 3:30 PM
Cockrell Scout Center
2225 North Loop West
Houston, Texas 77008
REGISTER ONLINE BY SEPTEMBER 8, 2014
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. You will have the opportunity to add your name/company to the New Estate Planning Professional Directory.
- Karen Akiens**, JD, LL.M., MBA - Partner in Riddle & Akiens, LLP
Karen has practiced law for over 16 years.
- Michael C. Riddle**, JD – Managing Partner of Riddle & Akiens, LLP
Mike has practiced law for over 30 years.
- Frank D. Mullins***- Legacy Wealth Counselors
Frank delivers the Heritage Process through collaborative team efforts on behalf of his clients.
*Learn how to save estate taxes for the small business owner and continue the business for generations.
*Review how to minimize estate taxes and increase your spendable income.
*Learn about the Scouting Heritage Society of the Sam Houston Area Council.
*Hear the story of successful families that have changed their world through effective estate planning.
*Learn about The Heritage Process and how it can benefit you and your clients. After the course, you will have the opportunity to read the book "The Midas Curse" that is provided for free at the Course. Here is an excerpt from the book "The Midas Curse". Also, here is a PDF of the presentation.
*Learn three key points from Heritage Planning: 1. The emotional inheritance must be successfully passed before the financial inheritance can be constructively received by beneficiaries. 2. Cultivating a culture of effective inter generational communication is one essential of successful multigenerational families. 3. The primary objective of financial capital is to provide for the optimization of the human and intellectual capital of the family(that does not mean the optimization of lifestyle).
The Day's Agenda
9:00 - 9:10 Opening Remarks/Welcome
9:10 - 10:10 Estate & Asset Protection Planning
10:10 - 10:20 Break
10:20 - 11:00 Estate & Asset Protection Planning
11:00 - 11:20 Additional Tools Utilized in Estate Planning
11:20 - 12:10 Lunch - Trent Tellepsen - Successful Multi-generational Planning
12:10 - 1:10 WHAT MATTERS: to you and your family
1:10 - 2:30 Charitable tools to maximize the impact of your estate
2:30 - 2:40 Break
2:40 - 3:20 Panel Discussion on today's topic
3:20 - 3:30 Closing Comments
DON’T MISS THIS OPPORTUNITY!!!
For additional information, contact Devin D. Koehler CFRE at (713) 756-3321 or Devin.Koehler@shac.org.
*Continuing Professional Education Course OR Minimum Continuing Legal Education Course