NV 11th Annual Ultimate Estate, Retirement and Financial Planning Conference Seminar

• Seminar Details $799.00  - Standard Tuition
  

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View brochure for complete details

Other ways to Register: Call 1-888-263-5879 | Printable Form (fax or mail)

Credit

Continuing Education Credit Information

CPAs/Accountants: PESI 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 NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint, refund and cancellation, please contact our offices at 800-844-8260. Sponsor #103015.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour

Prerequisites: Basic knowledge of Trusts
Advance Preparation: none
Instructional/delivery method: group-live
Level of Knowledge: Intermediate
Field of Study: Taxation
Maximum Recommended CPE: 16.5 credits

Please refer to the information in the seminar brochure for outline, course content and objectives.

*Credit Calculation: NASBA allows one-half CPE credit increments (equal to 25 minutes) after the first credit has been earned in a given learning activity. Please check with your state accountancy board to see if they allow half-credit increments. Partial credits allowed based on actual attendance (50 minutes = 1.0 credit / rounded down to full/ minimum 1.0 credit). PESI does not report credits earned.

Certified Financial Planner Certificants: PESI has submitted an agreement to the Certified Financial Planner Board of Standards, Inc., to meet the board's requirements covering maintenance of attendance records, retention of programs, outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the board as to the quality of the program or its contribution to the professional competence of the CERTIFIED FINANCIAL PLANNER registrant. Sponsor #466. This course has been approved for 15 credits. CFP and CERTIFIED FINANCIAL PLANNER are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.

Enrolled Agents: PESI has entered into an agreement with the Office of Director of Practice, Internal Revenue Service, to meet the requirements of Treasury Department Circular 230, 10.6(g), covering maintenance of attendance records, retention of program outlines, qualification of instructors, and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual. Sponsor #421. This course qualifies for 16.5 credits.

AZ Attorneys: The State Bar of Arizona does not approve or accredit CLE activities for the mandatory continuing legal education requirement. This activity may qualify for up to 14.00 hours toward your annual MCLE requirement for the state of Arizona, including 0.0 hours of professional responsibility. PESI does not report credits earned.

CA Attorneys: PESI, LLC has been approved as a continuing education provider of Minimum Continuing Legal Education credit by the State Bar of California, Office of Certification. This program will qualify for MCLE credit by the State Bar of California in the amount of: Total Hours: 14.00 (of which the following hours will apply) 0.0 legal ethics, 0.0 elimination of bias in the legal profession, 0.0 prevention, detection and treatment of substance abuse. Provider Number: 2799. Bar number required. PESI certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. PESI does not report credits earned.

PESI has submitted an application for 14.0 CLE credits to the following states (credit is currently pending - - unless otherwise indicated, PESI will report attendance if bar number is provided):

-Alaska* - approved
-Alabama - approved
-Arkansas
-Delaware - approved
-Georgia - approved
-Idaho - approved (13.75 CLE credits)
-Illinois* - approved (13.75 CLE credits)
-Indiana - approved (13.80 CLE credits)
-Iowa*
-Kentucky
-Louisiana - approved
-Maine
-Minnesota*- approved (13.75 CLE credits)
-Mississippi - approved
-Montana - approved
-North Carolina* - approved (13.75 CLE credits)
-North Dakota*
-New Hampshire - approved (13.75 CLE credits)
-New Mexico - approved (13.50 CLE credits)
-Nevada*
-Ohio - approved
-Oregon
-Pennsylvania - approved
-South Carolina
-Tennessee - approved (13.75 CLE credits)
-Texas - approved
-Utah - approved
-Vermont* - approved (13.75 CLE credits)
-Virginia* - approved (13.0 CLE credits)
-Washington - approved (13.25 CLE credits)
-Wyoming* - approved (13.50 CLE credits)

*PESI does not report credits earned.

PESI has submitted an application for 16.50 CLE credits to the following states (credit is currently pending):

-Colorado
-Florida*
-Kansas
-Missouri* - approved (16.50 CLE credits)
-New York* - The New York's Approved Jurisdiction policy applies to this program. Attorneys may apply CLE credit earned for completion of this course to their New York CLE requirement.
-Oklahoma - approved (17.0 CLE credits)
-Rhode Island
-West Virginia*
-Wisconsin- approved

*PESI does not report credits earned.

Financial aid available upon request.

If your profession is not listed, please contact your board to determine your continuing education requirements and check for reciprocal approval. Many boards will approve this seminar based on other board approvals shown here. PESI, LLC, provides all attendees with documentation of attendance.

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