Registration
To expedite registration, please gather
the following information and email to
Team@FamilyFinancialPartners.com,
fax to 859.219.1012 Attn: CPE Team
or call 859.219.1006
Registration ends May 20, 2011.
This event is limited to the first 30 registrants.
Your registration will be confirmed by email.
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Let us introduce
our family to yours.
Years ago, in small towns across the country; when
a person needed any type of help, from a doctor to
a lawyer, an accountant or a banker—they typically
knew that they had at least one family member in
town they could rely on. In today’s world the family
nucleus has stretched to include the left and right
coasts, the working relatives to the North and the
retired relatives to the South. When a person needs
financial help, they often times have to call upon a
professional who they do not know.
Tax Professional
Training Day
at p o r t o f i n o ’ s
At Family Financial Partners we understand that
each of “Our Families” (as we refer to our clients) are
more than just account numbers. Their assets have
been built by hard work. These assets—created
through good stewardship—can ensure the
financial success of the next generation of family
members.
We know that your family’s needs sometimes reach
beyond your own experience. Our commitment to
help you meet your goals will allow you the time to
focus more on what matters most, family.
Email
Featuring:
How to Avoid Fiduciary Liability
with John W. Hart, J.D., CIMC, AIF, CIS
F i r m N a me
Th u r s d ay, m ay 2 6 , 2 0 1 1
8 : 3 0 a . m . – 4 : 1 0 p. m .
Ph o n e
D i e ta r y C o n ce r n s
Approved for 7 hours of CPE credit in Kentucky.
Approved for 7 hours of credit for Enrolled agents.
FamilyFinancialPartners.com
401 Lewis Hargett Circle, Suite 210 | Lexington, KY 40503
p. 859.219.1006 | f. 859.219.1012
Team@FamilyFinancialPartners.com
Tax Professional
Training Day
at p o r t o f i n o ’ s
Th u r s d ay, m ay 2 6 , 2 0 1 1
c pa t r a i n i n g
8 : 3 0 a . m . - 4 : 1 0 p. m .
Schedule
8 :30Registration and Continental Breakfast
8:45
Welcome
8:50
We Hired Workers, but Human Beings Showed Up
Ryan Lisk, Managing Partner, Lisk Associates
9:40The Business Sale: Pre-Planning for Value
Fred Doster, Regional Vice President,
Alpha Omega Capital Partners
10:30
Break
10:40 How to Avoid Fiduciary Liability
John W. Hart, J.D., CIMC, AIF, CIS,
Executive Vice President, ATEL
Portofino
249 East Main Street
Lexington, Kentucky 40507
(859) 253.9300
www.portofinolexington.com
12:10
Lunch
12:50 Retirement Plan Discovery Process
Clinton C. Reese, QKA, Pension Consultant, Niles Lankford Group
1:40Rowing vs. Sailing: Investment Strategies for Uncertain Times
Scott Bolin, Senior Consultant Rep,
Genworth Financial
This informative workshop offers CPAs,
Enrolled Agents, and Tax Professionals a
thorough examination of the following
timely topics:
2:30
Dessert Break
2:40The New Internet Marketing Machine
Wasfi Samaan, President, Local Search Hub
• Human Resources
3:55
Closing Comments and Wrap-Up Q & A
David Smyth and Alex Roig,
Family Financial Partners
• Buying/Selling Your Small Business
4:10
Wine Tasting
Engaging
s p e a ke r s
Beautiful
d o w n t o w n le x i n g t o n
Scenery
Certificate
o f c o m p le t i o n
C o m p leme n ta r y
Wine Tasting
This CE workshop has been approved for
7 hours of CPE/CE credit for CPA’s
and Enrolled Agents of Kentucky.
IRS Qualified Sponsor #684
S p o n s o r ed by :
• Avoiding Fiduciary Liability
• Social Media Marketing
• Retirement Plans
• Asset Allocation: Rowing vs. Sailing
Securities offered by David E. Smyth and Alexander M. Roig, Registered Representatives,
through: The O.N. Equity Sales Company, Member FINRA/SIPC,
One Financial Way, Cincinnati, OH 45242 513.794.6794
Investment Advisory Services offered through O.N. Investment Management Company.