Out and About…

Michael‘s Schedule

01/10/2011	AICPA PFP Tax Session
01/11/2011	AICPA PFP Investment Session Panel Session
02/03/2011	CUNA Mutual Group Shifting Your Practice From Working With Accumulators to Decumulators
02/07/2011	CUNA Mutual Group Shifting Your Practice From Working With Accumulators to Decumulators
02/11/2011	FPA MA Income and Estate Tax Update
02/22/2011	CUNA Mutual Group Shifting Your Practice From Working With Accumulators to Decumulators
03/02/2011	CUNA Mutual Group Shifting Your Practice From Working With Accumulators to Decumulators
03/03/2011	FPA of Greater St. Louis The Impact of Market Valuation on Safe Withdrawal Rates
03/07/2011	Private Client Event Insurance Presentation
03/15/2011	FPA Minnesota Revisiting Modern Portfolio Theory
03/16/2011	IMCA Retirement Planning Exam Prep
04/19/2011	FPA Central Pennsylvania Advanced Concepts in Long-Term Care Insurance Life & Death Taxation on Deferred Annuities Tax Update
04/21/2011	Carolinas Study Group Rethinking Risk Tolerance
05/11/2011	FPA New Jersey Cutting Edge Tax Planning & Opportunities
05/12/2011	FPA Maryland Panel Session on Retirement Planning
05/13/2011	DFW Symposium Cutting Edge Tax Planning Developments & Opportunities
05/17/2011	FPA Philadelphia Financial Planning Implications of the Alternative Minimum Tax
05/18/2011	NAPFA Trusts as Beneficiaries of IRAs
05/20/2011	FPA National Capital Area Evaluating Existing Deferred Annuities
05/27/2011	Private Client Event What Tax Bracket Are You Really In? Tax Planning Developments & Opportunities Rethinking Risk Tolerance for Retiring Clients Financial Implications of the AMT Safe Withdrawal Rates
05/31/2011	FPA NorCal Revisiting Modern Portfolio Theory
06/16/2011	FPA Miami-Dade Understanding Tactical Asset Allocation Looking Ahead on the Road to Recovery
06/21/2011	Minnesota Society of CPA’s Understanding Tactical Asset Allocation The Impact of Market Valuation on Safe Withdrawal Rates Taxation of Deferred Annuities
07/13/2011	IMCA Retirement Session Exam Prep
08/10/2011	American College Video Recording for Retirement Income Series
08/26/2011	FPA Gulf States Impact of Market Valuation on Safe Withdrawal Rates Dynamic Asset Allocation Implications
09/08/2011	FPA Colorado Future of Financial Planning in the Digital Age Closing Keynote Panel
09/14/2011	Private Client Event Understanding Safe Withdrawal Rates The Impact of Market Valuation on Safe Withdrawal Rates Further Expanding the Framework of Safe Withdrawal Rates
09/28/2011	FPA Austin Advanced Planning Concepts in Long-Term Care Insurance Expanding the Framework of Safe Withdrawal Rates
10/14/2011	Private Client Event Modern Portfolio Theory
10/18/2011	IMCA Retirement Session Exam Prep
11/08/2011	Private Client Event Life & Death Tax Planning for Deferred Annuities
11/09/2011	Colorado Society of CPA’s Impact of Market Valuation on Safe Withdrawal Rates Rethinking Risk Tolerance
11/10/2011	PICPA Conference The Impact of Market Valuation on Safe Withdrawal Rates The Taxation of Deferred Annuities
11/15/2011	FPA Hartford Financial Planning Implications of the Alternative Minimum Tax Advanced Concepts and Issues in Long-Term Care Insurance Planning Understanding Tactical Asset Allocation
12/15/2011	FPA NENY Cutting Edge Tax Planning Developments and Opportunities
01/16/2012	AICPA Understanding Tactical Asset Allocation Reviewing Existing Life Insurance Policies
01/25/2012	FPA Phoenix TBD