Serving Aging America, Levels 2 & 3

August 3-5, 2010 | Holiday Inn, Otsego (Elk River)

Online registration has closed, onsite registration is welcome!

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Level 2: The Essentials of Estate and Trust Planning | August 3 - 4, 2010 (Tues-Wed)
Level 3: The World of Financial Planning/Elder Care Hot Topics | August 5, 2010 (Thursday)

Credits: 8 per day
Field of Study: Taxes
Prerequisites: None, although attendence at Level 1 is encouraged.
Course Level: Intermediate to Advanced
Lodging Rate: $89/per night for single/double occupancy

Objective/Audience

More and more accountants are finding they need to be up-to-date on financial matters facing seniors. These seminars are designed for accountants working with this market segment.

Levels 2 and 3 are the second and third of three workshops designed to prepare accountants for the Elder Care Specialist test, and are prerequisites for those taking the exams in an effort to obtain the Accredited Retirement Advisor® (ARA) credential. Attendees receive a take-home exam after completion of each level. After passing all 3 levels (within 3 years) you will qualify for the ARA Certification. For more information about the Accredited Retirement Advisor® credential, visit the ACAT website at www.acatcredentials.org.

As an attendee of this seminar, you will:

• Discover ways to ensure your client’s and your own long-term financial security
• Receive a comprehensive manual for future use
• Gain your clients’ trust in your professional knowledge
• Acquire skills to build and increase your Elder Care practice
• Be able to apply your newly gained knowledge immediately to increase revenue
• Work toward obtaining the prestigious Accredited Retirement Advisor® (ARA) credential

Content:

Level 2: The Essentials of Estate and Trust Planning
August 3 - 4, 2010 (Tues-Wed)

This workshop level covers:

• Estate/trust administration terminology
• Living trusts
• Filing decedent’s form 1041
• The gift tax return
• The estate tax return
• and more
  

Level 3: The World of Financial Planning/Elder Care Hot Topics
August 5, 2010 (Thursday)

This workshop level:

• Explores strategies to help clients minimize taxation of retirement and protect their assets
• Covers hot topics in elder care with pertinent case studies

This program, presented by Steven Siegel, was developed in accordance with the recommended curriculum developed by ACAT.

Speakers:

Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. He has authored several books on elder care topics and has lectured extensively throughout the United States on tax, business and estate planning topics.

Schedule

Accommodations:

Holiday Inn | 9200 Quaday Avenue NE | Elk River, MN 55330 | 763-656-4400
$89 per night, single or double

Room reservation cutoff date — July 13, 2010