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Highlights from an Estate Planning Seminar

Money Talk

I recently attended a local estate planning seminar geared for- and marketed to- older adults. In addition, he distributed a so-called “Consumer Survey” at the end, ostensibly to solicit feedback on the seminar but primarily to harvest participants’ personal information (e.g., Sadly, I found some.

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Longevity Risk: Insights From Recent Seminars

Money Talk

Below are six take-aways about some recent seminars that I attended about longevity risk: Ticking Time Bomb - One speaker called longevity risk a “ticking time bomb” in financial planning. It is also a key financial risk for older adults (i.e.,

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Retirement- Now What? Key Take-Aways from a Seminar for Older Adults

Money Talk

Being the author of a book about transitions in later life , I am always on the lookout for new information about this topic. I recently attended a face-to-face class called Retirement-Now What ? that focused on the same transitions I wrote about. The class started with two questions for each participant: are you retired? and are you happy?

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Barbservations From Online RMD Webinars

Money Talk

After I left New Jersey and was no longer a recognizable figure as a financial educator for Rutgers University, I attended a few free meal seminars “undercover” in my new home state of Florida. In other words, no free meal; just the seminar…and the sales pitch. Curious as I was before, I attended 4 or 5 of these online seminars.

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PayrollOrg’s Year-End Course Provides State Updates

PayrollOrg

Beginning October 23, the “Preparing for Year-End and 2024” seminar provides updates on the latest changes in legislation and regulations that affect the close of 2023 and the first payroll of 2024, including updates to state requirements.

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PayrollOrg

Courses & Seminars. Courses & Seminars. APA Member Logo. APA Extras. Education Grants. Membership FAQ. Education & Certification. Education & Certification. Learning Paths. Payroll Education. Compliance Education. Preparing for Year-End. Global Payroll. In-House Education. Certification. Overview & Links.

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Long Covid Seminar

Florida Workers' Comp

From the discussion in the ACOEM seminar, it appears that consensus will have to tide us over until we gain better chronological distance from the pandemic, as well as the corresponding greater chronological opportunity for the completion, review, and publication of more empirical and qualitative data.

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