Events

Our Events

Annual seminars of qualified retirement plans under current law.

Our Seminars are designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations.  This may also serve as a good opportunity for you to personally invite your associates and business partners. 

There are no fees for these seminars which includes training materials and certificate for 2 hours continuing education credit for, CPAs and CFPs. 

Our consultants regularly conduct CE seminars in CPA and Advisor offices. Please feel free to contact the consultant in your area if you are interested in scheduling a seminar.

Fall 2019 Seminar Schedule updated below!

October 22, 2019

9:00a - 11:00a

Maggiano's Little Italy

Tampa Farmer & Betts Annual Seminar

This meeting is designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations. This may also serve as a good opportunity for you to personally invite your associates and business partners. There is no fee for this seminar which includes training materials and certificate for 2 hours continuing education for CPAs and CFPs.

October 23, 2019

12:00p - 2:00p

Cooper's Hawk Winery and Restaurant

Naples Farmer & Betts Annual Seminar

This meeting is designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations. This may also serve as a good opportunity for you to personally invite your associates and business partners. There is no fee for this seminar which includes training materials and certificate for 2 hours continuing education for CPAs and CFPs.

October 24, 2019

1:00p - 3:00p

Pacific Grill Events Center

Tacoma Farmer & Betts Annual Seminar

This meeting is designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations. This may also serve as a good opportunity for you to personally invite your associates and business partners. There is no fee for this seminar which includes training materials and certificate for 2 hours continuing education for CPAs and CFPs. Join us for a Happy Hour immediately after the event with great food provided by Capital Grill, beer and wine.

October 30, 2019

9:00a - 11:00a

Maggiano's Little Italy

Kansas City Farmer & Betts Seminar

This meeting is designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations. This may also serve as a good opportunity for you to personally invite your associates and business partners. There is no fee for this seminar which includes training materials and certificate for 2 hours continuing education credit for Insurance, CPAs and CFPs.

October 30, 2019

1:00p - 3:00p

Owyhee Tavern

Idaho Farmer & Betts Annual Seminar 2019

This meeting is designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations.  This may also serve as a good opportunity for you to personally invite your associates and business partners. There is no fee for this seminar which includes training materials and certificate for 2 hours continuing education credit for Insurance, CPAs and CFPs. 

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