2017 Retirement Advisors Program (2 or 3 days)
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8/1/2017 to 8/3/2017
When: Tuesday-Thursday, August 1-3, 2017
time varies
Where: Holiday Inn, Otsego (Elk River)
9200 Quaday Ave NE
Elk River, Minnesota  55330
United States


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All registrations must be accompanied by full payment/purchase order to reserve your place at the event.


Course Information

Credits: 8 per day
IRS Program Number: DBWVH-Q-00009-16-I
Field of Study: Specialized knowledge and applications — elder care.
Prerequisites: None
Course Level: Intermediate to Advanced

  • Cutoff Date: July 9, 2017 — early registration & lodging

Objective/Audience

More accountants are finding that they need to be up-to-date on financial matters facing seniors. The seminars in this series are designed for accountants working with this market segment. These workshops are also designed to prepare accountants for the Accredited Retirement Advisor® (ARA) certification exam. After completion of all three parts of the Retirement Advisors Program Series, a computer based exam can be taken at one of many local and national testing sites.

For more information about the Accredited Retirement Advisor® credential, visit the ACAT website at www.acatcredentials.org.

As an attendee of these seminars, you will:

• Discover ways to ensure your clients’ 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 ARA credential

Content

DAY 1 & 2: Preparing the Tax Forms for a Maturing Population - August 1-2, 2017: This seminar provides attendees with an understanding of federal fiduciary income tax, federal gift tax, federal estate tax as well as instruction as to how to complete the required federal tax forms. Financial Planning, Retirement Plan Distributions, Estate Reduction Planning, Business

DAY 3: Financial Planning, Retirement Plan Distributions, Estate Reduction Planning, Business Succession Planning - August 3,2017: This seminar will offer attendees a discussion about retirement plan distribution issues as well as income tax and estate tax planning for the 99%. The presentation will include case studies and provide attendees with a look into what most clients need to be addressing now.

retirement 3 day program schedule

Fees

Members

  • DAY 1 & 2: Aug 1-2 postmarked by July 9 — $370
    postmarked after July 9 — $395
  • DAY 3: Aug 3 postmarked by July 9 — $235
    postmarked after July 9 — $255
  • ALL 3 DAYS: Aug 1, 2, & 3 postmarked by July 9 — $555
    postmarked after July 9 — $580

Non-Members

  • DAY 1 & 2: Aug 1-2 postmarked by July 9 — $470
    postmarked after July 9 — $495
  • DAY 3: Aug 3 postmarked by July 9 — $290
    postmarked after July 9 — $310
  • ALL 3 DAYS: Aug 1, 2, & 3 postmarked by July 9 — $705
    postmarked after July 9 — $730

Seminar fee includes tuition, instructional materials, lunch, and refreshments.

Lodging

Holiday Inn, Otsego (Elk River)
9200 Quaday Ave NE
Elk River, MN 55330

  • Phone:763-656-4400
  • Website: www.hielkriver.com
  • Rate: $109 per night, single or double - Reference MAPA
  • Room block cutoff: July 9, 2017

Speaker

Steven G. Siegel


PCI Compliance: MAPA has taken the appropriate steps to maintain PCI compliance. In order to protect your privacy, please do not email your credit card information to our office.

Cancellation Policy: The registration fee, less a $30 administrative charge, can be refunded up to 10 business days before the seminar. An 80% refund can be obtained with written notice of cancellation between 5 and 10 business days prior to the program. No refund for cancellation less than 5 work days prior, or for no-shows. Space cannot be guaranteed for walk-in registrations. Registrations are transferable one time only to another offering except as noted. Please register early.

Audio/Video Policy: Registration and attendance at, or participation at association events constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.