Learning

2009 Advanced Personal Financial Planning Conference

Retirement benefits, global growth and estate planning will take center stage during the MACPA's 24th annual Advanced Personal Financial Planning Conference, slated for 8 a.m. to 4:35 p.m. on Oct. 30 at Martin's West in Baltimore.

Session materials from the conference are found below.

Your Client's Retirement Benefits: Planning Opportunities and Compliance Pitfalls

Time: 8:15 to 10:15 a.m.
Speaker: Natalie B. Choate, Esq., Ataxplan Publications
Download the session materials - Part 1.
Download the session materials - Part 2.

Your Client's Retirement Benefits: Planning Opportunities and Compliance Pitfalls (Part 2)

Time: 10:35 to 12:35 a.m.
Speaker: Natalie B. Choate, Esq., Ataxplan Publications
Download the session materials - Part 1.
Download the session materials - Part 2.

Global Growth: Fact or Fiction

Time: 1:35 to 2:35 p.m.
Speaker: Christopher Dillon, CFA, T. Rowe Price
Download the session materials.

Practical Strategies and Synergies For Today's Estate Planning

Time: 2:55 to 4:35 p.m.
Speaker: Jeffrey Radowich, Esq., Venable LLP
Download the speaker bio.
Download the session materials.

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