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2015 Estate & Financial Planning Workshop (EPWSH15)
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The Estate & Financial Planning Workshop helps you harness the knowledge of leading speakers to put you and your clients on course and groomed for success. The team includes Ray Ladouceur and Ted Stacey who will deliver key insights and guide you through effective ways to clear the hurdles of today’s financial and estate planning challenges and keep a tight rein on potential risk.

8/7/2015
When: 08/07/2015
8:00 AM until 5:00 PM
Where: Hilton Shreveport
104 Market Street
Shreveport, Louisiana 
United States
Presenter: Various


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Registration Fees

Early Bird (through 7/23)
LCPA Members  $279
Non-Members $379
*Ater 7/23, add $50 to registration fee.
Hotel Information
Hilton Shreveport
104 Market Street
Shreveport, LA 71101             
318.698.0900

Rate: $109 Single/Double
Group Code: CPA
Cut-off date: July 23 

Estate and financial planning professionals must keep in stride with the changing EFP trends to best advise clients on investment and tax planning approaches. The Estate & Financial Planning Workshop helps you harness the knowledge of leading speakers to put you and your clients on course and groomed for success. The team includes Ray Ladouceur and Ted Stacey who will deliver key insights and guide you through effective ways to clear the hurdles of today’s financial and estate planning challenges and keep a tight rein on potential risk.

Schedule at a Glance

8:00 – 8:25 am

Registration & Continental Breakfast

8:25 – 8:30 am                                
Welcome & Opening Remarks
Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services  Alexandria, LA • Chair, 2015-16 Estate & Financial Planning Committee

8:30 – 10:10 am Estate Planning Update
Raymond Ladouceur, JD, MBA, CPA • Ladouceur and Ladouceur, LLC  • Abita Springs, LA

10:10 – 10:30 am  

Break

10:30 – 11:50 am  Economic Update: National
Trends and Forecasts

W. Ben Hunt, PhD • Salient Partners, LP
Houston, TX

11:50 am – 12:50 pm                                  
 Lunch
12:50 – 1:50 pm pm                      
Diversifying Your Fixed Income Portfolio: What Are Your Options?
Neal Kaye, MBA • UBS Financial Services, Inc.
New Orleans, LA

1:50 – 3:10 pm
Succession Planning in Your Practice
Michael E. Roach, CFE, CGMA, CPA, JD
Roach and Roach, APLC   • Lake Charles, LA

3:10 – 3:30 pm

Break

3:30 – 4:50 pm
Individual and Business Tax Update
Alfred E. (Ted) Stacey IV, CPA • Director of Tax Services
Bourgeois Bennett, LLC • New Orleans, LA

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