Financial Planning Association

CT Valley

Tuesday, November 15, 8 a.m. – 3:30 p.m.
Farmington Marriott, 15 Farms Spring Road, Farmington
Financial Planning Symposium – The Honorable David Walker
Former Comptroller General of the U.S., will speak on the nation's national debt and budget issues. His new book, Comeback America: Turning the Country Around and Restoring Fiscal Responsibility is now available on Amazon. Bring your copy and Walker will sign it after his presentation. Clients are invited for this 2 p.m. session. Cost is $8 per client and they should arrive by 1:30.
The morning speakers are Michael Kitces of Pinnacle Advisory Group who will speak on Financial Planning Implications of the Alternative Minimum Tax and Shannon Zimmerman, associate director of mutual fund analysis at Morningstar who will discuss non-traditional ways of thinking about portfolio diversification.
Cost: Through 11/10 members $99; non-members $125
Credits: Up to 5 CFP® & PACE available
For additional information go to www.fpact.org

NAIFA

NAPFA

Monday - Friday, November 14th – 18th
Intercontinental Hotel, Dallas, TX
NAPFA Connections Conference 2011
Connecting with your Clients & Colleagues
Cost: Members $595; non-members $795
For additional information and registration go to www.napfa.org or contact Jane Hagen at 847-483-5177 or email hagenj@napfa.org

NATP

New Jersey Chapter

Thursday, December 8th
Hilton Woodbridge, 120 Wood Avenue South, Iselin, NJ
Directions call: 732-494-6200
1120S Corporations
Register online at www.njnatp.com
For additional information call 732-477-2281 or 201-943-4920

New York Chapter

Thursday, November 3, 7:30 a.m. – 5 p.m.
Manhattan: Holiday Inn Midtown, 440 West 57th Street, New York
Tuesday, November 8, 7:30 a.m. – 5 p.m.
Westchester: Holiday Inn Mount Kisco, One Holiday Inn Drive, Mount Kisco
NATP – NY Chapter 2011 Update Seminar
Topics: Federal Schedule C; Depreciation; New York State Tax Update & New York State Department of Taxation & Finance
Cost: Members $180, non-members $200
For additional information and to register call 607-772-2000 or email nynatpstateoffice@att.net

Connecticut Chapter

Friday, November 4, 7:30 a.m. – 4:30 pm
Cromwell Marriott Courtyard, 4 Sebethe Drive, Cromwell, CT
CT NATP Fall Conference
Morning Session:
Foreclosure/Cancellation of Debt (2 CPE) & Alternative Minimum Tax (2 CPE) – Marilyn Meredith, EA
Afternoon Session:
Rental Property (2 CPE) – Marilyn Meredith, EA
IRS Managing Program Analyst (1 CPE) – Lucille Jessey, IRS Managing Program Analyst
Connecticut Tax Update (1 CPE) – John Biello, CT DRS Tax Division Chief
Cost: Members $125 at door $150; non-members $150 at door $175
Credits: 8 CPE
For additional information and registration call Sonny Cobb at 203-915-8333 or email SonnyCobb@sbcglobal.net

NCCPAP

Wednesday - Friday, November 16th – 18th
Crest Hollow Country Club, Woodbury, NY
9th Annual Long Island Tax Professionals Symposium 2011
*Click web advertisement for more details.
Full agenda of sessions, speakers, available CE credits and cost go to www.LITPS.org

NAEPC

Wednesday - Friday, November 16th - 18th
Marriott Rivercenter Hotel, San Antonio, TX
NAEPC 48th Annual Conference
*For a full agenda and speakers go online to www.naepc.org
Register online at www.naepc.org
For additional information email admin@naepc.org or call 866-226-2224.