| THURSDAY, APRIL 8, 2010
Morning Session
Time: 8:45 - 11:15 a.m. Course #: JACKSON-1
NOTE: Afternoon session is a CONTINUATION of morning
session.
Afternoon Session
Time: 2:00 - 4:30 p.m. Course #: JACKSON-2
Brian C. Hufford, CPA, CFP
Too Few Millionaires Next Door
It is easy to feel trapped when financial, tax and investment models that worked in the past, are no longer working. These feelings are a warning sign that times are changing rapidly and that news strategies must be developed to replace old one that no longer apply. The reset button has been pushed on the U. S. Economy and our past way of life. What will unfold over the next 20 years will be unprecedented. Surviving will require new tax, investment and financial strategies. This course presents the latest financial, tax and investment strategies to address these future challenges.
Course Objectives:
· Learn investment strategies to survive Economic Winter.
· Minimize taxes under the large proposed tax increases.
· Properly align the competing financial priorities of Needs, Wants and Savings.
C.E. Credits: 5.0 Non-Clinical Hours
Of Interest To: Dentists, Hygienists, Chairside and Business Assistants
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