Details
 

March 9, 2021
9:00-10:15AM

FPA Central Ohio presents Long Term Care - Case Studies

via Zoom

Making the Jump: A Planner's Toolkit for Advising Clients on Self-Employment

presented by 

Kevin R. Clark CFP®, CIMA EA Michael P. Duffy

In the midst of the pandemic, a shift to self-employment and side hustles is underway. Clients are looking for ways to generate more income, save more money, and have more work-life balance. This presentation will provide practical tools and information for planners to counsel clients looking to make the jump to self-employment, including a discussion of the opportunities, challenges and tax and advice implications.

Learning Objectives:

  1. Help clients understand their options for establishing a business entity or reporting self-employment income, and help determine which to select and when to switch.
  2. Help clients understand their personal tax obligations as a self-employed individual or business owner, for reporting, payments and filings.
  3. Help clients understand tax benefits and deductions available under the TCJA for self-employed individuals and business owners, and how to take advantage of them.

Tuesday, January 12via Zoom

9:00am - 9:05am - Welcome and Instructions
9:05am - 9:15am - FPA Business

9:15am - 10:15am - Program (complete attendance for CE credits is required)

Members* - $10
Guests/Nonmembers - $20
Student Members - No charge!
First Time Guests** - No charge!

*Season Pass pricing is being reviewed in January 2021, but not until after this program.
**Only potential member guests who have never registered for a program before are eligible.

We have been granted 1 hour of CFP CE from the CFP Board and have requested 1 hour of Ohio Insurance CE credit. 

IMPORTANT - Please Read!  In order to receive CE credit for this program, you must do all of the following:

  1. Register through FPA Central Ohio, Click Here to register to receive the Zoom link on January 11
  2. Register through the Zoom link, this will be your sign-in. You will receive this link the day before the presentation.
  3. Attend the entire presentation, an attendee list will be generated showing time joined and minutes attended.
  4. Answer 3 poll questions that will NOT be announced.  You will see them pop up on the screen during the presentation.  YOU MUST ANSWER ALL 3 Poll questions to receive credit for Ohio Insurance CE. There can be no exceptions on this, as this is the only way for us to monitor that you are actually watching the presentation. For this reason, if you need Ohio Insurance credit, you must participate with a computer or phone that shows the presentation.

Please register by 11am on January 11 to receive the Zoom registration information.  If you have not received the Zoom registration link by 4pm on Monday, please email admin@fpacentralohio.org, as I am not always able to get to emails right before an event.

See who's coming

Printer-Friendly Version


2021-03-09 09:00:00 2021-03-09 10:15:00 America/Detroit FPA Central Ohio presents Long Term Care - Case Studies Making the Jump: A Planner's Toolkit for Advising Clients on Self-Employment presented by  Kevin R. Clark CFP®, CIMA EA & Michael P. Duffy In the midst of the pandemic, a shift to self-employment and side hustles is underway. Clients are looking for ways to generate more income, save more money, and have more work-life balance. This presentation will provide practical tools and information for planners to counsel clients looking to make the jump to self-employment, including a discussion of the opportunities, challenges and tax and advice implications. Learning Objectives: Help clients understand their options for establishing a business entity or reporting self-employment income, and help determine which to select and when to switch. Help clients understand their personal tax obligations as a self-employed individual or business owner, for reporting, payments and filings. Help clients understand tax benefits and deductions available under the TCJA for self-employed individuals and business owners, and how to take advantage of them. Tuesday, January 12, via Zoom 9:00am - 9:05am - Welcome and Instructions9:05am - 9:15am - FPA Business 9:15am - 10:15am - Program (complete attendance for CE credits is required) Members* - $10Guests/Nonmembers - $20Student Members - No charge!First Time Guests** - No charge! *Season Pass pricing is being reviewed in January 2021, but not until after this program.**Only potential member guests who have never registered for a program before are eligible. We have been granted 1 hour of CFP CE from the CFP Board and have requested 1 hour of Ohio Insurance CE credit.  IMPORTANT - Please Read!  In order to receive CE credit for this program, you must do all of the following: Register through FPA Central Ohio, Click Here to register to receive the Zoom link on January 11 Register through the Zoom link, this will be your sign-in. You will receive this link the day before the presentation. Attend the entire presentation, an attendee list will be generated showing time joined and minutes attended. Answer 3 poll questions that will NOT be announced.  You will see them pop up on the screen during the presentation.  YOU MUST ANSWER ALL 3 Poll questions to receive credit for Ohio Insurance CE. There can be no exceptions on this, as this is the only way for us to monitor that you are actually watching the presentation. For this reason, if you need Ohio Insurance credit, you must participate with a computer or phone that shows the presentation. Please register by 11am on January 11 to receive the Zoom registration information.  If you have not received the Zoom registration link by 4pm on Monday, please email admin@fpacentralohio.org, as I am not always able to get to emails right before an event. See who's coming via Zoom