Clarkston Capital

CAEPC EPG and AEP Educational Networking Event

Date: Wednesday, April 8, 2015
Time: 4:00pm - 6:00pm
Location: 5th & Wine: 7051 East 5th Avenue Scottsdale AZ 85251
Speaker: Brian Dobbis, QKA, QPA, QPFC, TPGC

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Wednesday, April 8, 2015, 4:00 p.m. to 6:00 p.m.

When to Sweat the Small Stuff

 Beneficiary Planning and Inherited IRAs

Sponsored by Lord Abbett (Jesse Walker)

Presented by Brian Dobbis, QKA, QPA, QPFC, TPGC (See Biography Below)

The Central Arizona Estate Planning Council and the EPG / AEP committees cordially invite you to a complimentary educational, networking meeting while earning Continuing Educational credits followed by Hors d’oeuvres & Refreshments at:

5th & Wine

7051 East 5th Avenue

Scottsdale, AZ 85251

 Earn 1 AEP, CFP, CIMA, & PACE Continuing Education Credit

A Certificate of Completion and material handout will also be given to self-submit for other organizations for possible CE credit

Topics Include:

 Beneficiary planning strategies

 Naming a trust

 Inherited IRA dos and don’ts (spouse and non-spouse)

 Using this knowledge to gain and retain assets

 Common beneficiary errors

Defense of Marriage Act (DOMA) impact (on beneficiary planning)

 Seating is limited to 50 persons on a first come first serve RSVP basis.

Registration Closed March 18, 2015


See Upcoming Event Calendar