>> Members-Only Meetings The Friday Focus for Members in Industry CTCPA Education Center, Rocky Hill 8:30 - 10:30 a.m. • CPE Credits: 2 Reserve your place at www.ctcpas.org/membermeetings. Questions? Contact Membership Activities Coordinator Phyllis Roche phyllisr@ctcpas.org • 860-258-0216 Rocky Hill CONNection CTCPA Education Center, Rocky Hill 8:30 - 10:30 a.m. • CPE Credits: 2 When Need-Based Financial Aid For College Isn’t Enough Friday, September 20, 2013 Speaker: John F. Pearson, CPA, CASL, CIC, Barnum Financial Group, an Office of MetLife The Six Things You Need to Know About Social Security Friday, October 18, 2013 Speaker: Thomas E. Brown, Associate, Social Security Associates Coming up: November 15, 2013 December 13, 2013 January 17, 2014 Estate Planning from a Financial Advisor’s Perspective Tuesday, September 24, 2013 Speaker: Richard Freeman, Partner, Round Table Services Don’t Leave Probate to Chance: The Importance of Understanding Probate in Your Client’s Overall Financial Plan Friday, October 25, 2013 Speaker: Julie Jason, J.D., Principal, Jackson, Grant Investment Advisers Coming up: November 22, 2013 December 19, 2013 Easton CONNection Easton Public Library, Easton 8:30 - 10:30 a.m. • CPE Credits: 2 Torrington CONNection Northwest Connecticut Chamber of Commerce, Torrington 8:30 - 10:30 a.m. • CPE Credits: 2 Federal Tax Considerations for Dissolution/ Liquidation of an S Corporation and Conversion of an S Corporation to an LLC Thursday, September 26, 2013 Speaker: Paul Iannone, J.D., CPA, Director, Deloitte Tax – Mergers and Acquisition Transaction Services Identifying the Best Estate Planning Strategies for Clients Thursday, October 24, 2013 Speaker: John N. Massih, J.D., Founder and Managing Member, Massih Law Coming up: December 19, 2013 Economic Update Wednesday, September 18, 2013 Speaker: Don Klepper-Smith, Chief Economist and Director of Research, DataCore Partners When Need-Based Financial Aid For College Isn’t Enough Wednesday, November 20, 2013 Speaker: John F. Pearson, CPA, CASL, CIC, Barnum Financial Group, an Office of MetLife In-depth topics. 18 www.ctcpas.org Local experts. Answers.