2011 Series: Take Charge: Your Money. Your Life. 


    4/27/2011: Taxes: Start Your Money Plan Here

    Seminar recording
    | Presentation materials

    Supplemental materials:
    Tax return checklist
    How to choose the RIGHT Financial Planner

    Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.
    We’ll show you how in this web seminar with CPA financial planners Lyle K. Benson, Jr., CPA/PFS, and Karen Goodfriend, CPA/PFS. They will explain how you can use your tax return to create a comprehensive financial plan. Included in the seminar:

    • How to make the most of your tax deductions
    • How to ensure your retirement plan delivers
    • How to evaluate your investment strategy
    • How to protect your assets
    • And more …  

    8/3/2011: Boomers: Rejuvenate Your Financial Plan Now for a Better Retirement Tomorrow
    Michael Goodman, CPA/PFS, Theodore Sarenski, CPA/PFS

    Seminar recording | Presentation materials

    "How to Choose the RIGHT Financial Planner"

    This year has been a significant milestone for the baby boomer generation, the time when the first of you turn 65 and begin to retire. Over the next 20 years, some 77 million of you – 37 percent of the nation’s total population aged 16 or older – plan to exit the work force. Question is: What will that retirement look like? The economic downturn and stubborn unemployment have disrupted the retirement plans of many.  Join CPA financial planners Michael Goodman, CPA/PFS, and Ted Sarenski, CPA/PFS, in this FREE one-hour web seminar as they help you focus on the critical issues to consider in planning for your retirement now to help you get on track for a secure future tomorrow. Topics will include:

    • How Social Security and healthcare affect retirement planning
    • How insurance, estate, investment and tax issues will affect your retirement strategy
    • How to fund your “retirement career” if you choose to work post-retirement


    10/18/11: Protecting You and Your Loved Ones: Practical and Vital Estate Planning Information For Consumers in Plain English
    2:30-3:30 p.m. ET
    Martin Shenkman, CPA, MBA, AEP, PFS, JD
    Lisa Featherngill, CPA/PFS

    Seminar recording | Presentation materials

    Consumers must take proactive steps to protect themselves and their loved ones. Estate planning integrates financial planning, retirement planning, planning for disability and health issues.  A common misconception about estate planning is that it is something only wealthy individuals should do before they die. However, estate planning is an important part of life, regardless of wealth. Planning for the protection of your assets and passing them to your heirs is an essential process and one that should be undertaken with your most trusted advisor, your CPA financial planner.

    In this web seminar, Martin Shenkman, CPA, PFS & Lisa Featherngill, CPA/PFS will lead you in a practical and understandable discussion of key estate planning concepts that affect everyone, including:

    • Steps in the estate planning process
    • Building blocks of your estate plan: Documents, Insurance, Financial Planning, and Special Issues
    • Estate planning with regard to charitable giving and chronic illness
    • How your CPA financial planner can simplify your estate planning and save you time and money




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