Financial Planning

Advanced Form 1041 Practice Workshop

You Will Learn: Sophisticated applications to deal with complex problems regarding Subchapter J and Form 1041, and how to deal with the most difficult issues in practice.
Mars – Aug. 11
Harrisburg – Oct. 3
Trevose – Oct. 30

The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2008

You Will Learn: Practical money-saving ideas that you can use to assist clients with their needs.
Malvern – June 11
Harrisburg – Dec. 5

College Financial Planning at Any Income Level

You Will Learn: To show clients of any income level how to save and pay for college. Learn how to help families maximize eligibility for financial aid. Discover methods for cutting the cost of college for any of your clients, regardless of their income.
Trevose – Aug. 13
Harrisburg – Aug. 14
Mars – Aug. 15

Make Money for You and Your Clients: Surgent McCoy’s Top Individual Tax Planning Strategies

You Will Learn: Techniques that go beyond traditional tax-saving methods to help retain clients and generate more revenue.
Hershey – July 30
Offered during the Education Summit!
Malvern – Oct. 17
Breinigsville – Nov. 17
Mars – Nov. 20

Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

You Will Learn: Background information on the Social Security system and the strategies that dovetail Social Security with other retirement objectives.
Mars – Aug.12
Harrisburg – Oct. 1
Trevose – Dec. 30

The Top 50 Bloopers and Blunders and How to Fix Them: Estate Planning and Administration

You Will Learn: Key areas to watch for in estate planning and administration, and how to prevent mistakes.
Philadelphia – June 25
Harrisburg – Sept. 22
Mars – Nov. 3

The Top 50 Bloopers and Blunders and How to Fix Them: Individual Tax and Financial Planning

You Will Learn: Practical strategies for individual tax and financial planning, how to avoid major mistakes, and give your clients the best planning advice.
Mars – June 23
Philadelphia – June 27

Investment Selection – Stocks & Equities

You Will Learn: About valuation analysis and projections, risk analysis, market analysis, industry and sector analysis, and fundamental analysis. Identify potential investment problems.
Harrisburg – Aug. 19
Malvern – Aug. 20
Cranberry – Sept. 12

Investment Selection – Mutual Funds & ETFs

You Will Learn: The basics of mutual fund and exchange traded fund investing. Learn to analyze performance, risk, fees, the market, the industry and sector, and historical performance charts. Cover overvaluation and undervaluation. Identify potential investment problems; gain a better understanding of the mutual fund and exchange traded fund industries.
Harrisburg - Sept. 19
Malvern - Oct. 3
Cranberry - Oct. 24

Annual Investment Update

You Will Learn: About recent domestic and global equity and bond market activity. Explore the impact of recent market and economic events on current market conditions. Learn how your investment objectives and future decisions will be affected as a result.
Cranberry - Nov. 7
Harrisburg - Dec. 18
Malvern - Dec. 19