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Advisor's Forum - Year-End Planning

Evershore Financial Group

Tuesday, November 6, 2012 from 12:30 PM to 2:00 PM (PST)

Advisor's Forum - Year-End Planning

Ticket Information

Type End Quantity
Advisor's Forum Ended Free  

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Event Details

Join us for the next Advisor's Forum Webinar.

This program is free, approved for continuing education credits*, and is designed to help you learn how the advisor team can collaboratively and effectively plan for clients.

Year-End Planning

  • Tax planning in an uncertain environment for 2012 and 2013
  • Planning  to capitalize on Section 179 and bonus depreciation
  • Strategies to consider for possible expiration of many key provisions in the Code
  • Impact of the Healthcare Act on planning
  • Discuss how to take advantage of phased-out limitations on itemized deductions
  • Gift giving strategies
  • Why Roth IRA conversion should be considered for 2012
  • Harvesting Gains in 2012
  • Understanding the 3.8% Surtax

Speaker: Robert S. Keebler, CPA, MST, AEP

Lunch will be provided.

This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.

*1 CPE credit (NASBA Sponsor 108255 - live presentation only (Texas Board of Public Accountancy); 1 CLE credit (California Board of Legal Specialization); 1 CFP credit (CFP Board)

Neither Securian  Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Robert Keebler. DOFU 10/2012 573321

Have questions about Advisor's Forum - Year-End Planning? Contact Evershore Financial Group

When & Where


Evershore Financial Group
1900 Summit Tower Blvd
#450
Orlando, FL 32810

Tuesday, November 6, 2012 from 12:30 PM to 2:00 PM (PST)


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Organizer

Evershore Financial Group

Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.

Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.

Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318

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