Two Hours of CFP & CPA CE
The topics he will cover Include:
· An Update on Communications & Information Sector
· A Case for Convertible Securities Long Term Perspective
· Making AFTER-TAX 401(K) Contributions (options seldom used)
Communications and Information Update on this sector:
Fundamentals in the tech industry remain exceptionally good, and we have no problem finding companies we view as attractively valued.
A Case for Convertible Securities
Secular case for convertible securities attractive long term performance risk/reward profile
Potential for increased diversification benefits
Historically attractive performance during rising interest rate environments
MAKING AFTER-TAX 401(K) CONTRIBUTIONS
With the changes in tax rates, brackets and deductions, having a pool of retirement income with
low to no related tax liability could represent a prudent tax diversification strategy. Making employee
after-tax contributions to a 401(k) plan is one way to potentially build a source of retirement income
with little tax impact.
Our Mission Statement:
The mission of the Financial Planning Association of Tulsa is to promote the highest standards of the profession through networking and education opportunities for its members, and to raise the public's awareness for the need for financial planning.
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