In order to keep clients and the financial community up to date on pension legislation, Hicks sponsors Continuing Education Seminars each year. Attendance is always complimentary for clients of Hicks. The general public is always invited to attend for the posted seminar fee. Please register below.
Topic: Plan Designs for Small Businesses
A discussion of plan designs with a focus on tax-savings and allocation formulas that benefit businesses with 50 employees or less.
Fee: $55.00 - includes continental breakfast or lunch, training materials, and certificate for 2 hours Coninuing Education Credit. (CPA / CFP / State of Hawaii Insurance).
Topic: Retirement Plan Update
A review of all qualified reitirement plans under the most current regulations.
Fee: $95.00 - includes continental breakfast or lunch, training materials, and certificate for 4 hours Coninuing Education Credit. (CPA / CFP / State of Hawaii Insurance).
2010 Seminar Calendar
DATE
TIME
TOPIC
LOCATION
MAY 2010
Thursday, May 6
Friday, May 7
JUNE 2010
Tuesday, June 15
Wednesday, June 16
Thursday, June 17
Friday, June 18
OCTOBER 2010
Tuesday, October 19
Wednesday, October 20
Thursday, October 21
Friday October 22
11:30am - 1:30 pm
11:30 am - 1:30 pm
8:00 am - 12:00 pm
8:00 am - 12:00 pm
8:00 am - 12:00 pm
8:00 am - 12:00 am
11:30 am - 1:30 pm
11:30 am - 1:30 pm
11:30 am - 1:30 pm
11:30 am - 1:30 pm
Plan Designs for Small Businesses
Plan Designs for Small Businesses
Retirement Plan Update
Retirement Plan Update
Retirement Plan Update
Retirement Plan Update
Plan Designs for Small Businesses
Plan Designs for Small Businesses
Plan Designs for Small Businesses
Plan Designs for Small Businesses
Los Angeles, CA Farmers Market
Sherman Oaks, CA, Valley Inn
Maui Arts & Cultural Center
Kahului, HI
Pearl Country Club, Pearl City HI
Pacific Club
Honolulu, HI
Pacific Club
Honolulu, HI
Kahului, Maui
TBA
TBA
TBA
To Register for a Seminar, please complete the Seminar Registration Form below. To make payment, please mail a check payable to Hicks Pension Group and mail to: