CPE Catalog+Events

Our comprehensive, easy-to-search list of all LCPA-sponsored courses helps you find exactly what you're looking for, or even a course on a new topic to expand your competencies.  TIP: When doing multiple searches for different events, be sure to clear filters between searches.

Showing 2 Conferences & Workshops Results

2022 Estate and Financial Planning Workshop (In Person)

August 24, 2022 8:00am - 4:30pm

Shreveport

8.00 Credits

The economic climate is full of mixed signals. Record-setting markets with record-setting inflation, rising interest rates and rising real estate prices, the list goes on and on. Will we go into a recession? When will gas prices go back down? How are supply chain and labor shortages going to impact the economy going forward, and for how long? This workshop will try to make sense of the many economic markers and (sometimes-contradictory) indicators to give you a better strategy for your financial planning decisions. Topics include:Economic Update: Happy Days, That 70s Show, or...?Stephen Morgan • Director of Investment Solutions •Hancock Whitney Asset Management • New Orleans, LATax Deferred Real Estate Solutions: Utilizing DSTs and QOZsZack HolleyInland Securities CorporationTrophy Club, TXTrusts: Wins and LossesStephen Paine, JDAyres, Shelton, Williams, Benson & Paine, LLCShreveport, LATax Update: Issues Affecting Financial PlanningBrandon Lagarde, CPA, JD, LLMPostlethwaite & NettervilleBaton Rouge, LALife Insurance: Back to the BasicsRickie Johnson Equitable Advisors, LLCBaton Rouge, LAPlus, a Hot Topics "Mosh Pit," Inflation Categories, Investing Through Volatility, and more... LOCATION: Hilton Shreveport104 Market StreetShreveport, LA  71101Room Rates: $129/King; $119/Double QueenCall 800.445.8667 and mention LCPA to get this rate. PARKING: Daily self-parking: FreeOvernight self-parking: $8/nightDaily valet: $10Overnight valet: $14/night FORMAT: In-person attendance is preferred and allows you to connect with presenters and other practitioners to discuss relevant issues. If you are unable to attend in Shreveport, we will also be broadcasting the sessions online.  

2022 Estate and Financial Planning Workshop (Webcast)

August 24, 2022 8:00am - 4:30pm

Online/Webcast

8.00 Credits

The economic climate is full of mixed signals. Record-setting markets with record-setting inflation, rising interest rates and rising real estate prices, the list goes on and on. Will we go into a recession? When will gas prices go back down? How are supply chain and labor shortages going to impact the economy going forward, and for how long? This workshop will try to make sense of the many economic markers and (sometimes-contradictory) indicators to give you a better strategy for your financial planning decisions. Topics include:Economic Update: Happy Days, That 70s Show, or...?Stephen Morgan • Director of Investment Solutions •Hancock Whitney Asset Management • New Orleans, LATax Deferred Real Estate Solutions: Utilizing DSTs and QOZsZack HolleyInland Securities CorporationTrophy Club, TXTrusts: Wins and LossesStephen Paine, JDAyres, Shelton, Williams, Benson & Paine, LLCShreveport, LATax Update: Issues Affecting Financial PlanningBrandon Lagarde, CPA, JD, LLMPostlethwaite & NettervilleBaton Rouge, LALife Insurance: Back to the BasicsRickie Johnson Equitable Advisors, LLCBaton Rouge, LAPlus, a Hot Topics "Mosh Pit," Inflation Categories, Investing Through Volatility, and more... FORMAT: THIS IS THE WEBCAST OPTION FOR THIS EVENT. In-person attendance is preferred and allows you to connect with presenters and other practitioners to discuss relevant issues. If you are unable to attend in Shreveport, we will also be broadcasting the sessions online.