This event is a reschedule from the original date of March 25th
Mark Your Calendar to Attend! Click HERE to register.
Please join us for our Spring Education event.
This will be a late afternoon education meeting comprised of two one-hour CE sessions followed by cocktails, hors d'oeuvres and networking. Perfect timing for missing rush hour traffic coming and going!
3:00 p.m. - Registration
3:15-4:15 p.m. - Session I ** - "Executive Compensation - Maximize ISOs Through Cash Flow, Tax and Investment Planning" presented by Daniel Zajac, CFP®, EA, CLU®, AIF®, Partner, Simone Zajac Wealth Management Group, LLC
This session will explain what is an ISO, what is the AMT, how to develop exercise/sell strategies, as well as other advanced planning techniques, and how this all impacts personal cash flow and income tax needs. It will provide a deeper understanding of how ISOs are taxed, how that impacts cash flow, and how this information can be used to work with clients to develop sound exercise/sell strategies.
Note: Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investments Advisers, Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. SimoneZajac Wealth Management Group, LLC and the above firms are independent and non-affiliated. Tax services are not offered through, nor supervised by, the Lincoln Investment Companies.
4:30-5:30 p.m. - "Succeeding in a Recession While Helping Clients Through Down Markets" presented by Mike Byrnes, President, Byrnes Consulting, LLC
Whether we like it or not, another recession is inevitable. Financial Planners are often their busiest during a market crisis. That is why they need to be prepared to provide the best communication and counseling they can to their clients during that heightened time of need. Financial planning advice will be shared on how to best help clients during down markets. As we know from behavioral finance, this is when investors can, and often do, make their biggest mistakes.
5:30-7:00 p.m. - Networking, Cocktails (one free drink ticket) & Hors d'oeuvres
We thank our sponsor :
** Session I is approved for one hour of CFP® CE Credit, and one hour of PA Insurance CE Credit. Session II is approved for one hour of CFP® CE Credit and one hour of PA Insurance CE Credit.
Click HERE to register.