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CPE Series for CPAs: "Cash Balance" Defined Benefit Plans
Tuesday, July 14, 2009
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Greetings!
Please join attorney Ronald G.
Greening and other CPAs for lunch in our office as we participate in an
educational teleconference series, "CPE Series for CPAs." This
event provides practical and relevant discussions that benefit CPAs and
qualifies for one CPE credit for CPAs.
The CPE Series for CPAs is open to all interested CPAs on a space-available
basis so please register early and forward this invitation to anyone you think
may want to come!
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"Cash Balance" Defined Benefit Plans Speaker: Robert S. Keebler, CPA, MST, DEP Defined benefit plans provide a retirement
benefit of a specific amount for eligible employees. Unlike a 401(k),
the risks and rewards of a defined benefit plan are borne by the
employer. At the time of retirement, the employee has the right to an
annuity or a lump sum distribution, which can be rolled over into an
IRA or another retirement plan. Join us to learn how to apply these
pension plans for your business owner clients. Robert Keebler

Event Info
Date: Tuesday, July 14th Time: 12:00 - 1:00 PM Lunch: Provided Location: The Greening Law Firm, P.C. Austin Office 506 West 15th Street Austin, Texas 78701 RSVP: E-mail greeninglawfirm@greeninglawfirm.com or call 476.0888 Cost: Complimentary Parking: First eight arrivals receive free parking in the spaces adjoining
our building (not across the alley)
Qualifies for one CPE credit for CPAs
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Save These Dates
Register for any event by visiting our event calendar or e-mailing greeninglawfirm@greeninglawfirm.com. Here are the dates to add to your calendar:
August 18th September 15th October 20th November 10th December 8th (all are Tuesdays)
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About Us
At the Greening Law Firm, P.C. we
stand ready to help with all aspects of estate planning and administration
including trusts, wills, probate, business succession, family limited
partnerships, asset protection, elder law, Medicaid planning, and pet trusts.
Ronald Greening, Attorney and Counsellor at Law, is the founder of The Greening
Law Firm, P.C. Ron grew up in Houston and after earning a B.S.E.E. from the
University of Texas at Austin in 1969, he worked as an electrical engineer for
three years. He then earned a JD at the University of South Carolina School of
Law and has been in active legal practice since 1975, starting in Washington, D.C. for six
years, then working for two years in New York
on Wall Street before returning home to central Texas in 1983. He is a member of the Real
Estate, Probate & Trust Law Sections of the State Bar of Texas and the
Probate and Estate Planning Law Section of the Austin Bar Association. He is a
member and past president of the American Association of Trust Estate and Elder
Law Attorneys, a member of the Texas
and National Association of Elder Law Attorneys and a member of the Estate
Planning Council of Central Texas. He is fully licensed by the Texas Supreme
Court, Washington, D.C. Court of Appeals and various federal
courts. His practice is limited to estate planning, estate administration,
probate and Medicaid planning.
Ron continues to be active in Westlake Hills Presbyterian Church, WHPC.org, on
the Board of Directors and Secretary of the Board of the Georgetown Community
Foundation, GACF.org, member of the Rotary Club of Austin, Rotary-Austin.org,
the Texas Longhorn Breeders Association, TLBAA.org, on the Advisory Board of
the Travis County Retired and Senior Volunteer Program, RSVPAustin.org, and
other community and professional organizations. Ron lives on Lake Travis
and has a Longhorn steer who lives in his backyard. You can see a likeness of
Coffee, the Longhorn, at Ron's office on Williams Drive next to his Farmer's
Fountain and another likeness in front of his Austin office.
Ron has advocated the education of the public and financial planning
professionals to help people make informed decisions relating to their estate
planning, including the use of trusts as a proven way to protect families from
the expense and delay of guardianship and probate and to minimize federal
estate taxes. His motto: Proper Planning Adds Predictability.
Mr. Greening is committed to researching and preparing high quality, tax-sensitive
estate plans. His mission in law is to help people accomplish their estate
planning goals, and to take the mystery out of the estate planning process. His
clients have their estate plans explained in straight-forward language that
they and their families can understand. Good planning avoids needless court
interference, public records, attorney fees and government interference when an
estate is settled.
Ron teaches workshops for the public as well as accredited continuing education
seminars for C.P.A.'s, nursing home administrators, attorneys, C.F.P.'s and
other financial advisors. He provides free initial office consultations
regarding estate planning.
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