2017 Estate & Financial Planning Workshop (EFP17)
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When: 8/25/2017
8:30 AM until 4:50 PM
Where: Garden Event Center
2015 Old Minden Rd
United States
Presenter: Various

Online registration is closed.
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Uncertainty seems to be the new normal these days. With tax reform, health care reform, and other regulatory changes all on the table, even the most experienced planners are unsure what moves to make next. Take a deep breath — we’re here to help. While we can’t predict the future, we can give you the most up-to-date information on new and recent changes — and some highly educated guesses on what might be coming down the pike. We may not solve all the world’s problems, but rest assured, you’ll leave with useful information that will help you set yourself and your clients up for the best possible outcomes.

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

8:00 – 8:25 am Registration & Continental Breakfast
8:25 – 8:30 am Welcome & Opening Remarks
Robin Conrad, CPA • Chair, Estate & Financial Planning Committee
8:30 – 10:00 am Market Monitor: An Update on Global Investment Markets
Stephen Morgan • Director of Investment Solutions – Capital One Asset Management • New Orleans, LA
10:00 – 10:20 am Break
10:20 – 11:20 am Retirement Plan Options for Small Businesses
Kevin Shipley • Benefit Solutions • Abilene, TX
11:20 am – 12:20 pm What’s Happening in Washington?
Mike Johnson, JD • US Representative – 4th District • Bossier City, LA
12:20 – 1:20 pm Lunch
1:20 – 2:30 pm Wait See Estate Planning
Randall Rother • Oakmont Group • College Station, TX
2:30 – 2:50 pm Break
2:50 – 3:50 pm Auditing Life Insurance Using the PPH Exam
David Means Jr. • DeNovo Advisory Group • Dallas, TX
3:50 – 4:50 pm Post-Mortem Tax Planning and Income Tax Planning for Retirement Plan Assets
Brandon Lagarde, CPA, JD • Postlethwaite & Netterville • Baton Rouge, LA
Up to 8 CPE Credits • Up to 6.6 CLE hours

Member/Non-member Early Bird (through 8/11 ): $279/379
Add $50 after 8/11

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.

Hilton Garden Inn & Homewood Suites by Hilton
2015 Old Minden Road
Bossier City, LA 71111

Group Rate: Hilton Garden Inn $109
Homewood Suites $119
Group Code: CPA
Cut-off date: August 4