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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