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CPE Series for CPAs:
"Cash Balance" Defined Benefit Plans

Tuesday, July 14, 2009
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 PlansRobert Keebler, CPA, MST, DEP

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     

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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
Greening headshot

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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