The American College

New York


Foundations of Estate Planning
Moderator: Gary Frisina
Course #: 4629
Location: 1 Huntington Quad, Melville, NY
Start/End Dates: Thursdays, November 6th – January 22nd, 10:30 a.m. - 1 p.m.
Sponsor: NAIFA, Long Island, NY
To register call 888-263-7265 Monday – Friday, 8:00 a.m. – 6 p.m. EST

Foundations of Investment Planning
Moderator: Kyle Beals
Course #: 4702
Location: 301 Plainfi eld Road, Syracuse, NY
Start/End Dates: Thursdays, November 6th – January 15th, 9 a.m. – 11:30 a.m.
Sponsor: Syracuse AIFA
To register call 888-263-7265 Monday – Friday, 8:00 a.m. – 6 p.m. EST

Essentials of Annuities
Moderator: Richard Echevarria
Course #: 4703
Location: MetLife Offi ce, 300 Motor Parkway, Hauppauge, NY
Start/End Dates: Fridays, November 7th – January 9th, 9:30 a.m. – 12 p.m.
Sponsor: NAIFA, Long Island, NY
To register call 888-263-7265 Monday – Friday, 8:00 a.m. – 6 p.m. EST

Aviva Training Workshops

No Events as of Press Time

Columbian Mutual Life Insurance Company

Tuesday, November 11, 8:30 a.m. – 12:30 p.m.
Woodbridge Hotel & Conference Center,
515 Route 1 South, Iselin, NJ
Directions call: 732-634-3600

Wednesday, November 12, 8:30 a.m. – 12:30 p.m.
Marriott L.I. Hotel & Conference Center, 101 James Doolittle Blvd.,
Uniondale, NY
Directions call: 516-794-3800

Thursday, November 13, 8:30 a.m. – 12:30 p.m.
Marriott Westchester Tarrytown, 670 White Plains Road, Tarrytown, NY
Directions call: 914-631-2200

Single Employer Welfare Benefit Plans – “The 419(e) Opportunity”
Cost: Free
Credits: 2 CPE approved & 2 CE Insurance pending
To RSVP to this event call 800-347-0960 x7575; by fax 315-471-3912
or by emailing billiejo.mahoney@cfglife.com

Hofstra University

No Events as of Press Time

Fordham University CFP® Certification

No Events as of Press Time

National Association of Health Underwriters

Wednesday, November 19, 8:30 – 11 a.m.
4 AAA Drive, Hamilton, NJ 08691
NAHU Wellness Certification & CE Course
The class is open to Employee Benefits professionals and employers as well.
· Communicating the need for wellness and prevention.
· Demonstrating the effectiveness of wellness and case studies.
· The business case for wellness and guidance on implementation.
· Compliance and legal issues.
· Creating incentives for participation.
· Measuring return on investments.
Cost: NAHU members $50; non-members $75
Credits: 2 NJ & PA CE
Register online at http://www.nahu.org/education/wellness.cfm

National Association of Tax Professionals

Wednesday & Thursday, November 5 & 6, 8 a.m. – 4:30 p.m.
Radisson Macarthur Hotel, 1730 N. Ocean Avenue, Holtsville
Friday & Saturday, November 7 & 8, 8 a.m. – 4:30 p.m.
Radisson Martinique on Broadway, 49 W 32nd Street, NYC

The Essential 1040 & Beyond the 1040
Course #: F8011
Cost: 10 days or more prior - NATP members $175 day 1 only,
$175 day 2 only, $320 both days; non-members $215 day
1 only, $215 day 2 only, $400 both days.
9 days or less prior - NATP members $210 day 1 only,
$210 day 2 only, $355 both days; non-members
$250 day 1 only, $250 day 2 only, $435 both days
Register online at www.natptax.com

National Center for Professional Education

Monday & Tuesday, December 1 & 2, 7:15 a.m. – 4:15 p.m.
Saddlebrook, NJ
Monday & Tuesday, December 8 & 9, 7:15 a.m. – 4:15 p.m.
Melville, Long Island, NY & Cromwell, CT

1040 Individual Income Tax Update Workshop
Cost: Pre-registration $330; after $360
Credits: 16 CPE

New Jersey Society of Certified Public Accountants

No Events as of Press Time

New York State Society of Public Accountants

NEW YORK CITY

Wednesday, November 12, 9 a.m. – 5 p.m.
FAE Conference Center, 3 Park Avenue, 19th Fl (at 34th Street), New York
Multistate Tax Update
John Schaaf
Cost: Members $300; non-members $400
Credits: 8 hours
Register online at www.nysscpa.org

Monday, November 17, 6 – 8 p.m.
Con Edison, 4 Irving Place, New York
CPA Ethics Update 2008 – Part 1 Manhattan/Bronx
Arthur Riber, CPA, Esq.
Cost: Members & non-members free
Credits: 2 hours
Register online at www.nysscpa.org

Tuesday, November 18, 7:15 – 9:30 p.m.
York College, 94-20 Guy R. Brewer Blvd., Jamaica
CPA Ethics Update 2008 – Part 1 Queens
Debbie A. Cutler, CPA
Cost: Members & non-members free
Credits: 2 hours
Register online at www.nysscpa.org

Wednesday, November 20, 6:30 – 8:30 p.m.
The Renaissance Caterers, 2131 Hyland Blvd, Staten Island
CPA Ethics Update 2008 – Part 1 Staten Island
John R Raspante, CPA
Cost: Members & non-members free
Credits: 2 hours
Register online at www.nysscpa.org

WESTCHESTER/ROCKLAND

Wednesday, November 12, 7 – 8:45 p.m.
800 Westchester Avenue, Rye brook
CPA Ethics Update 2008 – Part 1 Westchester
Arthur Riber, CPA, Esq.
Cost: Members & non-members free
Credits: 2 hours
Register online at www.nysscpa.org

Thursday, November 13, 7:30 – 9:10 p.m.
Casa Mia Manor House, 577 Route 303, Blauvelt
CPA Ethics Update 2008 – Part 1 Rockland
John R Raspante, CPA
Cost: Members & non-members free
Credits: 2 hours
Register online at www.nysscpa.org

LONG ISLAND

Thursday, December 4, 8 a.m. – 4 p.m.
Hilton Long Island/Huntington, 598 Broad Hollow Road, Melville
Individual Income Tax Returns Workshop by Kess, Biebl & Ranweiler
Martin B. Miller, JD, LL.M.
Cost: Members $500; non-members $600
Credits: 16 hours
Register online at www.nysscpa.org

Saturday, December 6, 9 a.m. – 5:15 p.m.
Long Island Marriott Hotel & Resort, 101 James Doolittle Blvd, Uniondale
Nassau Chapter All-Day Tax Conference
Cost: Members $150; non-members $250
Credits: 8 hours
Register online at www.nysscpa.org

Veris Settlement Partners

No Events as of Press Time