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New Orleans Chapter: Top 10 Estate Planning Mistakes (ZZNO0825161)
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When: Thursday, August 25, 2016
From 6:30 PM until 8:10 PM
Where: University of New Orleans - Kirschmann Hall
New Business School Building - Room 131
New Orleans, Louisiana 
United States
Presenter: John E. Sirois, JD, MBA, CFP, CIMA, CIMC

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A brief overview of estate planning mistakes found by a practicing attorney who specializes in estate and elderly client advisory services. The session is designed to give CPAs in practice problematic areas to look for and what can be done to assist the client and when specialized legal advice should be recommended.

Cost: Members: Free
Non-Members: $20
Category: Taxation
CPE: 2
Location: University of New Orleans – Kirschmann Hall (New Business School Building) – Room 131

Speaker Bio

John E. Sirois

John E. Sirois, JD, MBA, CFP®, CIMA, CIMC, is an attorney and Certified Financial Planner™ practicing in the areas of estate planning , successions and probate, wills, trusts, Medicaid and long term care planning, special needs planning, and retirement planning. In addition to his law practice, John is a Certified Financial Planner™, Certified Investment Management Analyst and Certified Investment Management Consultant with Raymond James Financial Services, Inc. member FINRA/SIPC. Through his financial practice, John specializes in retirement planning and investment management for pre-retirees, retirees, and seniors.

John is also the author of Louisiana Retirement and Estate Planning: The Essential Financial Planning Book for Retirees and Pre-Retirees. His book offers answers to the complex planning issues unique to Louisiana, and it provides a roadmap to help individuals avoid the traps and pitfalls of estate planning , retirement planning and their retirement years. John is a frequent lecturer on estate planning, elder law, long-term care, special needs planning, and retirement distributions. In addition he has appeared as a guest speaker at Money Watch Live; a panelist on HTV's Bayou Time; and has taught numerous continuing education courses for attorneys, financial planners, CPAs, social workers, and insurance agents. John's writing has appeared in publications such as Point of Vue Magazine and Encore Louisiana Magazine, and he has been quoted in the Times Picayune, New Orleans City Business, Houma Courier, Daily Comet, Reuters, and the New York Post.

John has offices in Houma and Metairie, and he works with clients throughout South Louisiana.


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