Wednesday November 4, 2009
UNCW Institute for Tax & Investment Planning
7:30 a.m. - 5:45 p.m.
Osher Lifelong Learning Institute
Cost of Event
Fee: $309
Does this year's economy have you and your investors puzzled? Here's your answer:
The 2009 UNCW Institute for Tax and Financial Planning workshop has assembled some of the state's most respected professionals for their annual workshop and they are ready to address some of your concerns. Learn to handle this year's economy with cutting edge strategies and ideas for the practicing professional. Get updates on the Global Capital Markets, learn to protect yourself in down markets and to dispel the myths of annuities. Institute speakers are leading experts in the fields of tax, estate, trust, philanthropic and investment planning. The goal of the presentations is to highlight often overlooked benefits and problem areas for practicing professionals. Gain valuable, up-to-date knowledge which can be immediately applied to your area of practice. The format will also provide continuing education credits for the Certified Public Accountant and N.C. Board Certified Attorney.
Registration is now open.
The UNCW Institute for Tax and Financial Planning provides cutting edge strategies and ideas for the practicing professional. Institute speakers are leading experts in the fields of tax, estate, trust, philanthropic and investment planning. The goal of the presentations is to highlight often overlooked benefits and problem areas for practicing professionals. Attendees will gain valuable, up-to-date knowledge that can be immediately applied to their areas of practice. The format will also provide continuing education credits for the Certified Public Accountant and N.C. Board Certified Attorney.
Recommended CPE Credits: 19
Recommended CLE Credits: 12
UNCW is registered with the NC State Board of CPA Examiners as a sponsor of continuing professional education. Complaints or comments regarding registered sponsors may be addressed to the North Carolina State Board of CPA Examiners, PO Box 12827, Raleigh, NC 27605.
Four Ways to Enroll
1) Online
2) Call 910.962.3195
3) Print the brochure and mail the registration form
4) Print the brochure and fax the registration form to 910.962.3096
Registration fees:
19 hrs. CPE credit (both days) $309per person
12 hrs. CLE credit (both days) $336/person*
9.5 hrs. CPE credit (one day only) $195 per person
*The NC State Bar requires a payment of $2.25 per hour of CLE credit. All attorneys wishing to receive credit in N.C. must include $27 ($2.25 x 12 hours) in the registration fee.
Ticket Sales Location
UNCW Public Service & Continuing Studies
5051 New Centre Drive,
Suite 107
Wilmington, NC 28403
910-962-3195
For more information contact the PSCS Registrar at 910-962-3195
Website
https://aceweb.uncw.edu/CourseStatus.awp?~~10BTAX0291
