Click the tab of the organization to view the Meetings & Events

    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

    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

     

    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

    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



    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

     

    No Events as of Press Time

    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

    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

     
 

Please see our Privacy Policy and Legal Terms and Conditions.
Copyright © 2008 Advisor Publication Partners, Ltd. All rights reserved.