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2016 Estate & Financial Planning Workshop (EPWSH16)
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8/26/2016
When: 8/26/2016
8:30 AM until 4:30 PM
Where: Wyndham Shreveport
1419 E. 70th Street
Shreveport, Louisiana 
United States
Presenter: Various


Online registration is closed.
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Overview


Navigating today’s economic twists and turns is sometimes enough to make your head spin. This year’s workshop will help you stay centered despite outside forces. We’ll give you a 360-degree view of trends in the market, expose some common mistakes to avoid, and bust some myths to help you build a balanced strategy for you and your organization or clients. Don’t miss it!



Sponsorships are still available.
Contact Misean Reed at 504.904.1133 or mreed@lcpa.org

Agenda

8:00 – 8:25 am Registration & Continental Breakfast
8:25 – 8:30 am Welcome & Opening Remarks
8:30 – 9:30 am Economic Update: Year ____ of a ____-Year Recovery
Dr. Harold Christensen • Professor of Economics and Director of the Center for Economics Education Centenary College of Louisiana • Shreveport, LA
9:30 – 10:30 am Avoiding the 12 Most Common IRA Mistakes
Dan Hreha • Regional Wholesaler – MFS Investment Management • Little Rock, AR
10:30 – 10:50 am Break
10:50 am – 12:20 pm Social Security Planning: Long-Term Care, Eldercare, Wills, Trusts, and More
Gwenda R. Lamb, JD • Lamb Estate Law Firm, LLC • Alexandria, LA
12:20 – 1:20 pm Lunch
1:20 – 2:50 pm Income Tax and IRS Practice and Procedures Update
Gerard Schreiber, CPA • Schreiber & Schreiber • Metairie, LA
2:50 – 3:10 pm Break
3:10 – 4:00 pm A Practical Guide to Today’s Markets
Neal W. Kaye, Jr., MBA • Senior Financial Advisor & PIM Portfolio Manager – N.W. Kaye Private Investment Management • New Orleans, LA
4:00 – 4:50 pm Don’t Believe Everything You Hear: Top Media Myths About Financial Planning
Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA

Registration


  Early Bird
(through 8/11)
Standard
(after 8/11)
Members $279 $329
Non-Member  $379 $429

Register online using the 'Register' button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person? Fill out our Group Registration Form and email it to register@lcpa.org.

Hotel


Wyndham Garden Shreveport
1419 E 70th St., Shreveport, LA 71105
318.797.9900

Rate: $109
Cut-off Date: August 5

 

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