Welcome to FPA of Puget Sound's Blog Spot!

Tuesday, February 9, 2010

South Sound Education Event - February 19, 2010


Join financial planners across the Puget Sound region for a South Sound Education Event - February 19, 2010 at Fircrest Golf Club, 1500 Regents Blvd., Fircrest, WA 98466

Registration: 11:30am
Program 12:00pm-3:30pm

$48 FPA Members
$63 Non-Members

3 Hours CFP Credit Approved
2 Hours Insurance Credit Pending


Speakers:
Cheri McDonald, RHU, LUTCF, CLTC of Lehman Woods and Associates of Bellevue
Update on recent regulatory changes impacting long term care insurance and long term care expense planning.

Dan Weedin, CIC of Toro Consulting
Review and discuss property insurance and casualty insurance and answer the question, "What should financial planners look for when reviewing a client's property and liability insurance coverage and needs?"

Kathy Suits, EA, ATA, ATP of Summit Capital Advisors
Tax law update and review for financial planners

No comments:

Post a Comment