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The American College
LUTCF Courses
Friday - Sunday, March 5th – 7th Philadelphia, PA Financial Planning Applications - Live Classroom Session (1 of 2) for ChFC® Program
16 hours of live intensive training & final exam.
Dr. Ronald Duska & Julie Anne Ragatz Course: HS 332 Credits: Satisfies one required course in Chartered Financial Consultant® (ChFC®) program.
For more information and to register go to www.TheAmericanCollege.edu
Wednesday, March 10, 1-3 p.m.
Webcast - Your office location Game-Changer Series: Will Your Client’s Retirement Assets Last a Lifetime?
Kenn Tacchino, JD, LLM; Walt Woerheide, CFP®, PhD; Craig Lemoine, CFP®; Moshe Milevski, PhD & John Ameriks, PhD Cost: Alumni Association members $39.95 per session, Alumni Association non-members $49.95 per session;
Member Package – six sessions $199.95;
Annual for all nine sessions $349.99;
New York Life Associates $20
Credits are available
For more information and to register go to www.TheAmericanCollege.edu
Friday - Sunday, April 16th – 18th
Philadelphia, PA Individual Life Insurance - Live Classroom Session (1 of 3) for Accelerated CLU® Program
16 hours of live intensive training & final exam. Course: HS 323 Credits: Satisfies one required course in Chartered Life Underwriters® (CLU®) program.
For more information and to register go to www.TheAmericanCollege.edu
Friday - Sunday, April 23rd – 25th
Philadelphia, PA Financial Decisions for Retirement - Live Classroom Session (2 of 2) for ChFC® Program
16 hours of live intensive training & final exam. Course: HS 352 Credits: Satisfies one required course in Chartered Financial Consultant® (ChFC®) program.
For more information and to register go to www.TheAmericanCollege.edu
America’s Health Insurance Plans
Tuesday, March 2, 2 – 3:30 p.m. ET
Virtual Seminar – Your office location Understanding the Provider Perspective: Roundtable Discussion on HIPAA 5010 & ICD-10 Readiness
Course: A105
Cost: 1 Virtual Seminar - AHIP member $100; non-member $145
For more information and registration call 877-291-2247.
Tuesday & Wednesday, March 9 & 10, 7 a.m. – 5 p.m.
Washington, D.C. AHIP 2010 National Policy Forum
Sponsors: Ingenix; Lilly; McKesson; CH Mack; Connecture; ConsultADoctor & First Recovery Group
Cost: Members $1125; non-member $1325; Government (ID required) $450
Register online at www.ahip.org or fax registration form to 301-576-3592.
Thursday & Friday, March 18th & 19th
Hilton Washington, 1919 Connecticut Ave, NW, Washington, D.C. AHIP/OPM Carrier Conference Cost: Members & non-members $650; Government (ID required) $450
Register online at www.ahip.org/conferences/OPM2010 or fax registration form to 301-576-3592.
Tuesday, March 30, 2 – 3:30 p.m. ET
Virtual Seminar – Your office location Current Industry Trends & Issues Course: A106 Cost: 1 Virtual Seminar - AHIP member $100; non-member $145
For more information and registration call 877-291-2247.
Thursday, April 8, 1 – 2:30 p.m. ET
Virtual Seminar – Your office location Redefining Patient-Centered Medicine
Kurt Miller, Partner, Accenture Cost: Free
For more information and registration go online to www.ahip.org
American Institute of Certified Public Accountants
Monday & Tuesday, March 29th & 30th
Illinois CPA Society, Chicago AICPA Employee Benefit Plan Audit Workshop for Defined Benefit & Defined Contribution Plans Cost: Members $1050; non-members $1350 Credits: 12 CPE
For more information and registration go to www.cpa2biz.com
Monday - Friday, May 3rd - 7th
Pennsylvania Institute of CPAs, Philadelphia AICPA National Business Valuation School *Daily agenda can be viewed online.
Cost: Members by 3/19 $1875, after $1950; non-members by 3/19 $2175, after $2250
Credits: 45 CPE
For more information and registration go to www.cpa2biz.com
Monday - Thursday, May 24th - 27th
Pennsylvania Institute of CPAs, Philadelphia AICPA Training School – IT Considerations in Risk-Based Financial Statement Audits
Cost: Members by 4/9 $1320, after $1395; non-members by 4/9 $1620, after $1695
Credits: 31 CPE
For more information and registration go to www.cpa2biz.com
Center for Financial Studies CE Bridge Classes
Wednesday, March 10, 8:30 a.m. – 5 p.m.
NYS Business Group/Conference Association, 180 East Main Street, Patchogue, NY Tuesday, March 16, 8:30 a.m. – 5 p.m.
Marriott Long Island Hotel, 101 James Doolittle Blvd., Uniondale, NY Thursday, March 4, 8:30 a.m. – 5 p.m.
Alliance of Insurance & Financial Professionals, 989 Avenue of the Americas, 6th FL, NY Tuesday, March 30, 8:30 a.m. – 5 p.m.
Pace University, Briarcliff Campus, 235 Elm Road, Woodward Hall Room 214, Briarcliff, NY One Day Program:Understanding Annuities: A Basic Approach – Classroom (8CE)
Retirement Planning Principles – Self Study (12 CE), with Exam Cost: AIFA & SFSP members $165; non-members $190 Credits: 20 credits (CE credits good for NJ)
To register call Karen Beno at 212-221-3500 x308 or email at kbeno@taifp.com *Must register at least 14 days prior
Wednesday & Thursday, March 24th, 25th & April 21st, 22nd, 8:30 a.m. – 5 p.m.
Alliance of Insurance & Financial Professionals, 989 Avenue of the Americas, 6th Fl, NY Tuesday & Wednesday, April 13th & 14th, 8:30 a.m.– 5 p.m.
NYS Business Group/Conference Association, 180 East Main Street, Patchogue, NY Tuesday & Wednesday, May 18th & 19th, 8:30 a.m. – 5 p.m.
Marriott Long Island Hotel, 101 James Doolittle Blvd., Uniondale, NY Two Day Program: Day 1: Retirement Planning Principles - Classroom (8CE)
Day 2: Understanding Annuities: A Basic Approach – Classroom (8 CE), No Exam Cost: AIFA & SFSP members $230; non-members $255 Credits: 16 credits (CE credits good for NJ)
To register call Karen Beno at 212-221-3500 x308 or email at kbeno@taifp.com *Must register at least 14 days prior
Financial Planning Association
Virtual Learning
Wednesday, March10, 2 – 3 p.m.
Your Office Location Transitioning from Employer Sponsored Healthcare Plans Insurance Planning & Risk Management, Employee Benefits Planning & Retirement Planning
Katy Votava, Ph.D. Cost: Members $35; non-members $45 Credits: 1 CFP®
For additional information go to www.fpanet.org/Learn/VirtualLearningCenter
Wednesday, March17, 2 – 3 p.m.
Your Office Location Allocating to Asia Investment Planning
Jodi L. Borkowitz, CFA, CFP® & Robert J. Horrocks, Ph.D. Cost: Members $35; non-members $45 Credits: 1 CFP®
For additional information go to www.fpanet.org/Learn/VirtualLearningCenter
Wednesday, March24, 2 – 3 p.m.
Your Office Location Mobile Applications for Financial Advisors: Technologies to Help Your Business
Andre Guillemin Cost: Members free; non-members $45
For additional information go to www.fpanet.org/Learn/VirtualLearningCenter
Hofstra University CFP® Certification
No Events as of Press Time
IMCA NY Chapter
Thursday, April 29th, 4:30 – 7 p.m.
Location to be announced 2010 CE Meeting #1 - Alternative Investments Credits: 2 IMCA
For additional information and to register go to www.imcany.org/CEEnrollment.html
Molloy College
Tuesday, March 2nd – April 6th, 7 – 9:30 p.m.
Molloy College, 1000 Hempstead Avenue, Rockville Centre, NY Effective Writing Skills for Business
Brian Quinn, MA Cost: $195 Credit: 1.5 CEU
Course: WR-1500
Register by calling 516-678-5000 x6206 or email conted@molloy.edu
For more information go to www.molloy.edu/ce/business
Monday, March 15th & April 5th, 7 – 10 p.m.
Molloy College, 1000 Hempstead Avenue, Rockville Centre, NY Notary Public: How to become a Notary Public Cost: $50 Course: BU-0130 – Section F & G
Register by calling 516-678-5000 x6206 or email conted@molloy.edu
For additional information go to www.molloy.edu/ce/business
Thursday, May 20th & 27th, 6:30 – 9:30 p.m.
Molloy College, 1000 Hempstead Avenue, Rockville Centre, NY Financial Accounting for Non Financial Managers Cost: $95 Course: AC-2000
Register by calling 516-678-5000 x6206 or email conted@molloy.edu
For additional information go to www.molloy.edu/ce/business
New Jersey Society of Certified Public Accountants