Streaming Seminar

Retirement Plans and IRAs

Date:	September 20, 2010
Time:	1:00 PM - 5:00 PM Add to Outlook

Seating:	LIMITED
Cost:	$129.00
Credit Hours:	4


Contact:	Teresa Canter
Email:	teresah@taxspeaker.com
Phone:	877-466-1040

Speaker(s):	Bob Jennings CPA, CFP

Event Description

This class covers defined benefit plans, defined contribution plans including 401(k), Roth 401(k) and Solo 401(k), and all forms of IRAs including SEP, SIMPLE, Traditional, Non-Deductible and Roth.
We discuss formation rules, compliance, contribution limits, penalties, transfers, rollovers and much more.

Attendee Requirements

SYSTEM REQUIREMENTS - You must have a high speed internet connection, speakers connected to your computer and color monitor. Browser and Operating System requirements can be found here

TEST YOUR SYSTEM - Test your system before the streaming seminar starts by clicking here

WEBCAST LOGIN

DAY OF WEBCAST - Webcast will be available by going to JenningsSeminars.Webex.com. You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.

FAQ - Visit our FAQ page for more answers regarding our Streaming Webcasts.
TIME ZONES: Please note: All streaming seminars times listed are Eastern Time Zone. Please adjust to to your time zone.

Disclaimer
Fees and Schedule
This Jennings Sponsored Internet-Live seminars begin promptly at stated time.
Attendees must answer 75% of all polling questions given during the webcast to obtain the full hours of CPE Credits.

Cancellation, Transfer and Refund Policy
Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. A 30-day money back guarantee applies to all self-study products. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 888-688-1556 for auxiliary aid needs.

Continuing Education
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417. NASBA Sponsor #108251

This Internet-Live seminar carries the above mentioned hours of CPE credit, based upon a 50 minute contact hour. All Jennings Advisory Group seminars have been designed to comply with the Statement on Standards for Formal Group Study Programs published by the American Institute of Certified Public Accountants and the National Association of State Boards of Accountancy and to comply with CPE accreditation standards in the states in which they are held.

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 346.

All Jennings Advisory Group LLCs tax programs have been accepted by the Certified Financial Board of Standards, Sponsor # 3019.

California Tax Education Council (CTEC) Provider # 3067.

Our tax programs are accepted by the Oregon Board for licensed tax consultants.

Course Objective
Upon completion of this course, the student should be able to knowledgeably advise clients on retirement issues.

Field of Study
Taxes

Prerequisites
None

Course Level
Basic

NASBA Category
Taxes

Publication Date
5/2010

Registration
Number of Attendees:

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Free Tax Resource Center Rev. Proc. 87-56

Bob Jennings
CPA, CFP, CITP, Speaker

Need assistance with a product, registering for a seminar, webinar, or general questions, please contact Teresa Canter ,
Seminar Director
877-466-1040