Registration includes all CE session except Ethics which is a separate sign up. Registration allows you to attend all of the 5 CE sessions or you can choose which ones you want to attend.
Agenda
8:50 am: Opening remarks, housekeeping, announcements
8:55 - 9:50 am
Topic: The New SEC Marketing Rule
Speaker: Cathy Vasilev, Red Oak Compliance
The long-awaited modernization of the Securities and Exchange Commissions’ (SEC) Rule 206(4)-1 (Marketing Rule) under the Investment Advisers Act of 1940 was added to the Federal Register on March 5, 2021 and must be implemented by 11/4/22. Not only does the final Marketing Rule consolidate the Advertising and Cash Solicitation Rules, it also categorizes certain considerations for presenting investment performance, effectively streamlining guidance currently found across multiple staff letters.
10:00 - 10:55 am
Topic: The Goldilocks Syndrome: Choosing The Just Right Coverage for Investment Property
Speaker: Hanna Ogle, CIC, CRM, CPRM VP of Personal Lines Watkins Insurance Group
This seminar will teach you about what might be the "just right" insurance solution for investment property. You'll learn about potential coverage gaps and how they can be costly, as well as how the type of rental agreement might affect your client's insurance needs. This seminar will arm you with the knowledge you need to help clients choose the right insurance coverage for investment properties.
11:00 am - 1:05 pm
CFP Ethics with Bonnie Kirchner CFP®, MST, Sea Change Financial Education REGISTER HERE
1:15 - 2:10
Topic: Navigating Medicare 101
Speaker: Michelle Feibus, United Healthcare/Michelle Feibus Independent Sales Agent
Navigating the ins and outs of Medicare planning can be a daunting task. If you are turning 65 or retiring soon, this Medicare educational presentation by Medicare independent sales agent Michelle Feibus could be helpful. Michelle will be addressing such topics as:
- Who needs to sign up for Medicare?
- How can penalties be avoided?
- What are Parts A, B, C, D of Medicare?
- What’s the difference between a Medicare Supplement and a Medicare Advantage plan?
- Impact of HSA plan and COBRA with Medicare?
2:20 - 3:15: Cantor Fitzgerald
Topic: Solutions To Address Capital Gains Tax Liability
Speaker: Matthew Hannan, Senior Vice President, Cantor Fitzgerald Capital
TAX STRATEGIES TO ADDRESS CAPITAL GAINS TAX LIABILITY Elevate your understanding of how tax-deferred real estate solutions including 1031 exchanges, Delaware Statutory Trusts, 721 exchanges and Qualified Opportunity Funds can help address capital gain tax liability.
3:25 - 4:20 pm
Topic: Where Does It Go When I Die?
Speaker: Ann Lumley, Texas Trust Law, formerly The Wiewel Law Firm
We all have clients who pass-away. When that happens, regardless of whether they had a will, living trust or nothing, the law requires steps to be taken to transfer the assets of the deceased to their heirs. This presentation will focus on "Where it goes -and How it gets there. The Texas probate system will be explained along with living trust administration. Heirship proceedings, where someone dies without any planning will also be addressed and clarified.
Register Here
Questions? Contact Sarah Frankenfeld at admin@austinfpa.org