GovernmentLivingClick to HomeVisitorBusiness
HomePrint PageEmail PageTwitterFacebookRSS
Go To Search
Business Opportunities
Healthcare CPA CPE Seminarcpe cpa seminar flyer  Register now to impress your clients!

Date: Tuesday, January 26th 2016

Time: 8:00 AM – 1:00 PM (including complimentary Breakfast and Lunch)

Location: Avondale City Hall, 11465 W Civic Center Drive, Avondale, AZ 85323

Course Topics:            
  • Captive Insurance, presented by Rick Willoughby
    • Symphony Financial Services LLC
  • Professional Succession & Retirement Benefits Planning, presented by David Merrell 
    • Northwestern Mutual 
  • Preparing for Retirement, presented by Kerry Boyce 
    • Boyce and Associates


Sessions (Speaker A, B, and C)
8:00 AM – Meet and Greet Breakfast
9:00 AM – Session 1
Speaker A o   Speaker B
10:05 AM – Session 2
Speaker B
Speaker C
11:10 AM – Session 3
Speaker A
Speaker C
12:10 PM – Lunch


Speakers:        Sean Scibienski, UMB Bank (Host)

                        Cheryl Covert, City of Avondale (Host)

                        David Merrell, Northwestern Mutual

                        Rick Willoughby, Symphony financial Services LLC

                        Kerry Boyce, Boyce and Associates


Captive Insurance:

Why a Captive Insurance Company solution for your client? IRC Sec(s) 831(b)

When does a Captive Insurance Company make “Risk, Tax & Wealth Transfer Sense?” IRC Sec(s) 162

How a Captive is formed, what is the process?


Professional Succession & Retirement Benefits Planning:

Learn how this strategy can be used to better attract and retain top talent for a professional practice.

Understand how a SERP can provide immense value to both retiring senior partners, and to new junior partners buying into a professional practice.

Learn about common funding options and the tax implications to the employer and the employee.

Review and discuss specific case studies using this solution.


Preparing for Retirement:

To identify the advantages of the various types of individual retirement arrangements

To recognize the different types of retirement plans Physicians can set up and maintain for themselves and their employees

To recognize how life insurance can be best used as an estate planning tool