Featuring George W. Gregory, CPA, JD, MBA , Sanford J. Mall, Priscilla M. Strakovits, David L. Shaltz, Harley Manela, Douglas G. Chalgian, Stuart M. Sakwa, Theodore Sarenksi, Ursula C. Scroggs, Raymond T. Rowe
With the baby boomer generation nearing retirement, every client wants to talk about tax, social security options and medical benefits, either for themselves or their parents. If they don’t…WE should be bringing it up! We need to plan for those conversations so that we are not merely reacting.
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CPE Credits: 8
Field of Study 1: Specialized Knowledge and Applications
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Course Level (Update, Basic, Intermediate, or Advanced): Update
Members Webcast: October 21, 2010 7:30 AM CDT
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