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DTSTART:20160119T211500Z
DTEND:20160119T230000Z
LOCATION:Wolferts Roost Country Club, 120 Van Rensselaer Blvd, Albany, NY 12204
UID:1262120160119T211500ZEstate and Retirement Planning: Variable Annuity Issues for CPAs, Attorneys and Financial Professionals
DTSTAMP:20260429T222814Z
DESCRIPTION:\nExpected Continuing Education credit:  2 hours for CFPs, CPAs, and bankers.  The program is currently under consideration for CLE credit.\n \nDESCRIPTION: \n \nThis lecture is designed to help attorneys, CPAs and other financial professionals understand the benefits of variable annuities.  It also dispels many of the misconceptions attorneys and CPAs have concerning variable annuities.  This lecture requires a minimum of 90 minutes to present.\n \nLEARNING OBJECTIVES:\n \n1.       Learn the real tax cost of owning variable annuities.\n \n2.       Learn the real non-tax cost of owning variable annuities.\n \n3.       Understanding how the step-up in basis works regarding annuities.\n
SUMMARY:Estate and Retirement Planning: Variable Annuity Issues for CPAs, Attorneys and Financial Professionals - Estate Planning Council of Eastern New York, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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