Agenda

Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

Forward this Session

Forward this Session

HELPING YOUR HNW CLIENTS AND BUSINESS OWNERS NAVIGATE THE AFFORDABLE CARE ACT

Learn how financial advisors can help their HNW clients manage the coming changes to tax deductions, fees and possible fines for individuals with the implementation of the ACA, and the new credits and subsidies available for clients with businesses.

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