Herb Braverman, a partner at the law firm of Walter & Haverfield will provide an overview of recent developments in the estate and gift tax field as well as offer the latest insights from the nationally recognized experts who present at the Philip Heckerling Institute on Estate Planning, one of the most prestigious estate planning forums in the country. 2 CEs for CFPs/CPAs have been applied for.
February's Knowledge Cafe Topic:
"Working with your client’s attorney and CPA"
The Knowledge Cafe is a members only roundtable session which begins at 7:30 a.m. and adjourns at 8:15 a.m.
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January 31, 2005 is the deadline for Ohio’s state registered investment advisers (RIAs) to adopt and implement written supervisory policies and procedures in order to prevent violations of relevant securities laws, appoint a compliance chief, and put in place a measure to start annually reviewing their policies and procedures. IF FPA/NEO members need help in this area, you can contact our January sponsor Patrick J. Burns, Jr.
Patrick J. Burns, Jr. is Chairman, President, and CEO of Beverly Hills Regulatory Consultants Group LLC (“BHRCG”), a regulatory compliance firm dedicated to working with investment advisers, broker-dealers and their representatives. Mr. Burns can be reached at (310) 275-7300 or
pburns@bhrcg.com. You can learn more about his firm by visiting BHRCG’s web site at
www.bhrcg.com
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MARK YOUR CALENDARS FOR FPA/NEO SYMPOSIUM 2005 scheduled for October 24 at the Embassy Suites Hotel in Independence, OH. This year's line-up will include:
*NATALIE CHOATE, America's leading speaker on retirement planning.
*CAROL ANN WILSON, CFP a recognized specialist in marital financial issues and a pioneer in the field of divorce financial planning.
Speakers will be added as they are confirmed.
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